We hope the following frequently asked questions will help you understand our advisory process and cut through any confusion or doubts you may have.
Q: How do you as financial advisors make your money / get paid?
A: There is no immediate charge for using Abbey Wealth be it a financial review or initial advice.
Once you decide to proceed with our advice, we will get paid by the institution where the business is placed. This can be done in two ways: on a fee basis or commission basis.
All costs and/or commissions are fully disclosed in the detailed suitability report you will receive, which will allow you to make an informed decision.
Q: How often will you review my investments?
A: We review our clients’ circumstances every three months.
You will have your own dedicated adviser who is available to speak with between reviews but if we don’t hear from you, you will hear from us at least once every three months.
During difficult market periods, such as what we have recently experienced, you may even receive weekly updates.
Q: I have never met you; how do I know my money is safe?
A: Abbey Wealth is an independent company and we do not handle your money. We only work with major financial institutions based in safe and secure locations.
We have some great client reviews on Trustpilot, and we would be happy to put you in touch with our existing clients in the country you reside in. We have clients in over 100 different countries around the world.
Q: Can you just send me some generic information by email (types of investments you deal with) to have a look at?
A: Being an independent company means we don’t offer an ‘off the shelf’ product.
Every client has different requirements and objectives. We need to have a good understanding of your current situation and these objectives before providing you with any advice.
Q: What happens if I go back to the UK or move to another country?
A: We favour working with tax neutral jurisdictions, which means your investments/pension will be internationally portable together with our management and servicing.
We have a global network of tax advisers/accountants who can help ensure your investments are treated favourably from a tax point of view in your new country of residence.