Careers At Abbey Wealth

Discover a World of

Pensioned Retirement Possibilities

Are you an expatriate planning for your retirement?

The path to a comfortable and worry-free retirement starts with securing your pension. At Abbey Wealth, we are here to help you navigate the complex world of pensions and to retire in style.

Top Questions

For Expat Pension Planning Are:

Do I Have Enough Money to Retire?

Retirement is a time to enjoy the fruits of your labour, and not worry about your finances. But the question that plagues most expatriates is,

"Do I have enough money to retire comfortably?"

Let us put your mind at ease. Did you know that research indicates taking Financial advice can leave non-affluent savers around £50,000 richer over 10 years?*

Can You Find My Pension?

Many expatriates have pensions scattered across various accounts and countries, making it difficult to keep track of their savings. It's time to bring all your pensions under one roof for better management and transparency. Did you know that research indicates 1 in 4 people have lost track of at least one of their pensions in the UK?**

Have I Forgotten About Some Of My Pensions?

Managing multiple pensions can be overwhelming. It's not uncommon for expatriates to lose track of their hard-earned retirement funds. Abbey Wealth provides clarity by helping you identify and keep tabs on all your pensions. Did you know that research indicates 86% of savers have never traced a lost pension which could be discovered through pension tracking service?***

Why Choose

Abbey Wealth?

Expertise

Our team of financial experts has extensive experience in assisting expatriates with their pensions. We understand the unique challenges you face and provide tailored solutions.

Customised Plans

We create personalised retirement plans based on your individual needs, to optimise your financial future.

Consolidation

Pension tracking makes it easy to consolidate all your pensions, so you have a clear overview of your retirement savings.

Peace of Mind

With Abbey Wealth by your side, you can approach retirement with confidence, knowing that your finances are in good hands.

How We Helped

Other Expats With Their Pension

Mark Smith
Mark Smith
Read More
As a long-term resident of France and with a handful of modest UK pension plans/schemes, I was having trouble obtaining sound advice. One company wasn't interested as I wasn't looking to invest (only draw income); another UK-based firm I suspected might not act in my best interests and/or might not have post-Brexit authorisation for the EU. Mark Smith at Abbey Wealth (based in Spain/Ireland and fully qualified) was recommended by a colleague and stepped into the breach. Two hour-long Teams sessions later (either side of obtaining my scheme details), I am much better informed and have a clear plan of action -- even though in my case that involves no commission for AW. There was a delay of a few weeks over the summer: one person I was dealing with left the company, and I had to persevere a bit to pin down a follow-up session, but the quality and detail of the advice made up for that.
Rachel Wilkinson
Rachel Wilkinson
Read More
My experience to date over the last 5 years has been exceptional. My current advisor, Christian Holbrook, is extremely professional and approachable. There's no jargon, just easy to follow advice and guidance. I'm delighted with the service and would strongly recommend Abbey.
Mrs Elizabeth French
Mrs Elizabeth French
Read More
I first encountered Abbey Wealth (formerly known as Abbey Financial Services) in the early 2000's when I was actively contemplating retirement from my company and prior to purchasing a property in France. I am pleased to say that I was, and continue to be very satisfied with the service which I have received from Abbey, particularly when preparing for retirement and living permanently abroad. Remy Hart has been my financial advisor at Abbey since May 2022 and my wife and I have been particularly impressed with his measured advice in tailoring our financial requirements to our retirement needs and with his efficiency in dealing with our questions regarding his recommendations. Overall, we have no hesitation in recommending Abbey Wealth to anyone seeking investment advice which provides essential financial security and peace of mind in retirement. David & Liz French, Gers, France
Boris Booroff
Boris Booroff
Read More
I have been with Abbey Wealth for many many years now and have always experienced 5 Star V.I.P. service. I have just completed a transaction with my Pension and the Service Level was just fantastic. I would highly recommend anyone thinking of a Financial Service look no further than Abbey Wealth.
David Benbow
David Benbow
Read More
I have entrusted Abbey Wealth over the last 10 years + with my pension pot and investments and have been pleased with advice and direction the monies have been handled . Remy Hart ,the Financial Planner currently my personal adviser has been helpful and sympathetic with my requirements . Ever helpful and knowledgeable !
Previous
Next

Benefits of Taking Control Of

Your Pension

Your pension is the key to a dream retirement. Take control, and enjoy year-round travel, a comfortable lifestyle, and the joy of spoiling loved ones. Your well-organized portfolio offers the freedom to invest in passions, granting confidence to live life on your terms. Uncover extra income, fund aspirations, and gain financial security. Your pension opens the door to a future full of possibilities. Imagine a life where you:

Can travel to your favourite destinations

Can spoil your loved ones with gifts and experiences

Have full visibility of your well-organised financial portfolio

Have the freedom to invest in your hobbies and passions

Have an additional source of income you didn't know existed

Have the ability to fund your long-held dreams and aspirations

Have peace of mind, knowing you're financially secure

How It Works

At Abbey Wealth, we've made the process of securing your pension and preparing for a prosperous retirement straightforward and personalised. Here's a simple three-step guide to get started:

Book Your Free Consultation Meeting

The journey to your dream retirement begins with a conversation. Book your free consultation meeting with our experts to discuss your financial goals and aspirations. We'll take the time to understand your unique circumstances and set the stage for a tailored plan.

Assess Current Pension and Savings Plans

During our consultation, we'll assess any current pension or savings plans you may have. This step is crucial to gaining a clear picture of your existing financial assets and understanding how they fit into your retirement strategy.

Determine Your Retirement and Future Goals

With a comprehensive understanding of your financial landscape, we'll move on to step three. We'll work closely with you to determine your retirement and future goals, plans, and ambitions. Whether it's year-round travel, financial security, or funding your long-held dreams, we'll help you set realistic and achievable objectives.

Your Retirement,

Your Way

The journey to your dream retirement begins with a conversation. Book your free consultation meeting with our experts to discuss your financial goals and aspirations. We'll take the time to understand your unique circumstances and set the stage for a tailored plan.

Get in Touch Today

Don't leave your retirement to chance. Take control of your financial future and start planning for the retirement you've always dreamed of. Abbey Wealth is here to help you make informed decisions, secure your pensions, and enjoy the retirement you deserve.

Please fill out the form below and a member of our team will be in touch to discuss your pension options.

Sources:

*https://www.unbiased.co.uk/news/financial-adviser/financial-advice-value-over-10-years
**https://www.mercia-group.com/mercia-news-and-blog/lost-pension-pots/#:~:text=One%20in%20four%20people%20have,aged%20between%2055%20and%2075.
*** https://www.pensionsage.com/pa/National-Pension-Tracing-Day-campaign-highlights-extent-of-lost-pots-problem.php

Scroll to Top

Contact Us

Abbey Wealth is here to help you make informed decisions, secure your pensions, and enjoy the retirement you deserve.

Please fill out the form below and a member of our team will be in touch to discuss your pension options.

Talk to an adviser

You can reach us directly by calling us between the hours of 8am and 6pm CET and we will immediately assist you.

You will be asked a few simple questions about what you are looking for and your current situation before

If you don’t want to receive information from us in the future you can unsubscribe at any time.

+34 952 887 270

8:00am – 5:00pm CET

Alternatively you can…

Contact Us

Tell us about you and you’re situation so we can tailor our advice specifically to your financial needs.

Thank you for submitting your enquiry, a member of the Abbey Wealth Team will be in touch with you shortly.