Careers At Abbey Wealth

Specialist advisers help identify investment opportunities to
maximise your expatriate status

When you become UK non-resident, the financial landscape opens up for you considerably. You have an increased choice of how and where to invest; and for many expats there are also massive tax advantages to investing that we can help you to benefit from.

Considerations for Expatriates Wanting To Invest

Benefits of Investment Planning

Benefits of Investment Planning

Achieve Your Investment Goals In 4 Simple Steps

Assess

Book your free independent review meeting

Strategise

We develop a customized plan that maximizes growth, minimizes risks, and optimizes returns. Our team leverages their expertise to create an effective strategy aligned with market trends and regulatory frameworks

Action

We take decisive steps to implement the financial plan, executing transactions, establishing accounts, and ensuring compliance. Our network of partners and cutting-edge tools facilitate efficient execution.

Review & Optimize

We regularly review and optimize portfolios to align with changing market conditions. Through ongoing monitoring and periodic reviews, we adjust the plan and identify growth opportunities.

Step

Book your free independent review meeting

Step

We will assess your current financial situation, performance and sustainability of your current investments

Step

Then determine your future goals, plans and ambitions.

Step

Then we can marry your current investment plans vs your potential investment opportunities for your review. From here, we can discuss your thoughts, plans and queries prior to making any investment decisions

Expatriate Investment Options

Lump Sum Investments:

Knowing when to time your lump sum investment or where to invest your wealth to ensure it generates the best returns is critical. At Abbey Wealth we will help you access the highest institutional interest rates for your lump sum investments, and choose the best funds and investment methods for your money’s growth and protection. If you have between £50,000 and £10 million to invest, Abbey Wealth can greatly simplify the process of managing your wealth and add layers of confidentiality to ensure your own financial privacy is maintained.

Portfolio Bonds:

Portfolio Bonds can be an efficient, cost-effective solution for your cash deposits and liquid assets. A portfolio bond wraps up your investments, cash deposits and any liquid assets, and offer significant tax, reporting and administrative benefits. If you have over £50,000 in liquid assets, your Abbey Wealth Adviser will be able to discuss with you the suitability or not of these products. Your dedicated Abbey Wealth adviser will determine the suitability of a portfolio bond for you. We will help you to find the best jurisdiction, choose an insurance company and bank account provider, and assist you throughout the entire set-up and ongoing management phases.

Offshore Investments:

Leverage your offshore advantage. We are offshore investment specialists. Considering your personal financial objectives and your risk tolerance, we can help you invest offshore to leverage the multiple benefits available from international investment diversification. The sheer choice in the offshore investment marketplace is immense. Our research division supports your wealth manager; together they will work to determine what matches your exact requirements most advantageously. You can then make the right decisions and take the most appropriate action for offshoring and internationalising your wealth.

Existing Investments Advice:

We offer you a free and independent review of your current financial position when you become our valued client. We will assess the performance and suitability of all your existing investments: investments offshore, savings onshore, frozen pensions, – everything will be scrutinised for its ongoing appropriateness for your current portfolio. If ever we determine that an element of your portfolio could perform better if transferred elsewhere, we will give you advice and assist you practically to make arrangements to move or transfer funds or invested assets, taking the hassle out of managing the performance of your wealth.

Testimonials

Michael Izatt
Michael Izatt
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Just over one year ago, I decided I had to withdraw my savings from Blevinsfranks, having suffered disappointing negative returns over the previous 5 years. I searched around, and made several phone calls. I finally stumbled across Simon Baker from Abbey Wealth. I was impressed by his manner, knowledge and professionalism! I decided that I would give him a One year period to see how Abbey Wealth performed. Because of Covid we had a series of telephone calls where he guided me through several suggestions to decide where, best, to invest my savings! One year later I am very happy with the above 10% return I have had. I speak regularly with Simon and find him extremely reassuring. Thoroughly recommended.
Kevin Murray
Kevin Murray
Read More
Hi, I've invested a significant portion of my savings through wealth advisor Simon Baker who is based in his at Abbey Wealth office in Europe from my work base in Qatar now for over two years. He listened to my life and financial goals and has advised me appropriately since. He has researched international tax queries to assist my financial planning and been back in contact every 3 months to provide updates and suggest modifications to investments when necessary. I'm too busy working to devote sufficient time to analysis of the political situation and stock market movements so needed someone I can trust to advise me. Highly recommended.
Mark
Mark
Read More
I was a bit sceptical at the beginning it took many conversations with phil my eventual agent before I decided to go ahead . After all it was my life savings. And I'm glad I did I've had my investment now 1 year and 2 quarters. And in that time my investment as grown . You can't get good interest rates at the bank these days and I'm averaging over 10 percent .its been a steady growth there's as been dips but only slight and I've regained it back and more . That's to be expected. But over all I'm am very pleased with the performance and hopefully reach my goal of retirement soon.. Phil my agent is excellent at his job and I wouldn't hesitate to say to anyone who has got the money to invest to invest with old mutual. Cheers phil. Keep it up pal 🙂
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Testimonials

Michael Izatt
Michael Izatt
November 22, 2022
Read More
Just over one year ago, I decided I had to withdraw my savings from Blevinsfranks, having suffered disappointing negative returns over the previous 5 years. I searched around, and made several phone calls. I finally stumbled across Simon Baker from Abbey Wealth. I was impressed by his manner, knowledge and professionalism! I decided that I would give him a One year period to see how Abbey Wealth performed. Because of Covid we had a series of telephone calls where he guided me through several suggestions to decide where, best, to invest my savings! One year later I am very happy with the above 10% return I have had. I speak regularly with Simon and find him extremely reassuring. Thoroughly recommended.
Kevin Murray
Kevin Murray
November 22, 2022
Read More
Hi, I've invested a significant portion of my savings through wealth advisor Simon Baker who is based in his at Abbey Wealth office in Europe from my work base in Qatar now for over two years. He listened to my life and financial goals and has advised me appropriately since. He has researched international tax queries to assist my financial planning and been back in contact every 3 months to provide updates and suggest modifications to investments when necessary. I'm too busy working to devote sufficient time to analysis of the political situation and stock market movements so needed someone I can trust to advise me. Highly recommended.
Mark
Mark
November 22, 2022
Read More
I was a bit sceptical at the beginning it took many conversations with phil my eventual agent before I decided to go ahead . After all it was my life savings. And I'm glad I did I've had my investment now 1 year and 2 quarters. And in that time my investment as grown . You can't get good interest rates at the bank these days and I'm averaging over 10 percent .its been a steady growth there's as been dips but only slight and I've regained it back and more . That's to be expected. But over all I'm am very pleased with the performance and hopefully reach my goal of retirement soon.. Phil my agent is excellent at his job and I wouldn't hesitate to say to anyone who has got the money to invest to invest with old mutual. Cheers phil. Keep it up pal 🙂
Previous
Next

Why Abbey Wealth.

Excellent

Rating on TrustPilot

Over 3000

Satisfied Clients

50 Countries

Currently Covered

£650m

of savings and investment under advice and administration

Fully Regulated

to the highest of standards

Guides For Expats

Frequently Asked Questions - Investment Advice

Is a portfolio bond right for you?

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Are you saving enough?

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What legitimate tax efficiencies are you entitled to?

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What is the cost of savings and investment advice?

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Do I have to pay double tax?

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Is it better to invest or save?

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What happens when you move to another country?

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Further Peace of Mind.

Abbey Wealth holds Professional Indemnity

Additional Ways In Which We Can Support You

Maximise your pension

You can’t depend on an employer or government to meet your retirement needs and you value the portability and flexibility of a pension that can move around the world with you. We focus on achieving your pension goals, ensuring your pension can move with you and maximise the income you can enjoy at retirement.

Maximise your Earnings

As a non-resident, the financial landscape opens up for you considerably. You have an increased choice of how and where to invest your money – either through regular savings or lump sum investments.  And for many expats there are massive tax advantages to saving and investing that could benefit you greatly.

Further Peace of Mind. Abbey Wealth Holds Professional Indemnity Insurance

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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

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+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.