Abbey Wealth Review – Expat Financial Advice Examined

Expatra Articles Expat Money Abbey Wealth Review

Managing your savings, investments or pension abroad

Confident expat living requires secure well managed money. We only recommend one expat specialist advisory.

Find out why →

To date, expatriate wealth planning companies haven’t always had the broadest range of financial products and solutions.

Abbey Wealth has set out to change that.

We take a look inside Abbey Wealth to understand more about the services they offer and why so many expats have made the move to Abbey Wealth for their personal financial planning and wealth management.

Abbey Wealth set out to buck the trend

Abbey Wealth set out to buck the trend with a full commitment to bring the same high standard and range of financial solutions and services to expats as they’d normally receive in their home nation.

Their hard work seems to be paying off.

With one of the highest TrustPilot ratings of any expat financial advisory, expat or otherwise, the vast majority of Abbey Wealth’s clients are reporting that they’re highly satisfied with the financial solutions and client support levels that they provide.

Our latest review looks into the financial advisory to learn more about the services they offer and why so many expats are delighted with their unique approach to expat financial planning.

Who are Abbey Wealth?

Established in 2007 Abbey Wealth’s management have one objective – to provide totally independent, expert wealth management and financial planning services to expatriates.

Abbey has grown quickly, today with their headquarters in Dublin, Ireland, they have a regional office in Switzerland, and their principle financial advisory offices for EU based clients located in Marbella, Spain.

Victor France - Abbey Wealth
Victor France – CEO Abbey Wealth – Client Services Office (Marbella) Malaga Spain

We are a full-service wealth management company, providing an inclusive yet uniquely tailored service for the management of your personal financial needs.

From the outset, Abbey Wealth pledged to put their client’s interests first and foremost and now twelve years later, the firm is one of the largest and most successful of its kind in the world, advising on over half a Billion GB pounds (600m Euros and $650m USD equivalent) of assets on behalf of more than 3000 expatriate clients across the world.

The majority of Abbey’s clients are expatriate Britons who are living, working or retired overseas.

Why does Abbey Wealth get more positive feedback than other financial advisories?

Our analysis and research identified five distinctive areas that distinguish Abbey Wealth in a crowded financial services market:

  1. Abbey Wealth makes a lifetime commitment to clients, pledging to put them first and to support and advise them throughout each stage of their life. Abbey Wealth not only manages your existing investments but crucially, they create the perfect financial plan for you that addresses your goals now that you’re living overseas. Wherever life takes you in the future they will remain your crucial point of contact for financial advice and wealth management. We believe that such continuity of advice can make a real difference between achieving your money ambitions – or not.
  2. No pushy sales teams to pressurise you into buying their products. Instead, they advise and help their clients entirely by telephone, email and internet. This distinctive approach means clients can talk with their own dedicated adviser at a time and location that entirely suits them, in comfort and security. Clients stay in control as all calls are recorded, and their adviser follows everything up in writing with clearly-worded information, reports, recommendations and guidance.
  3. Abbey Wealth undertakes a review of your own personal financial plan with you every quarter to ensure that your personal financial plan stays on track and adapts to meet your changing needs. Because these quarterly reviews are conducted by telephone they are convenient and time-efficient for you.
  4. They’re a specialist financial adviser for expats. That’s all they do.  They understand the impact of local and international financial regulation and tax structures, and their knowledgeable professional advisers ensure that you are fully using all the advantages available to you.
  5. They use their authority in the expatriate financial marketplace to create greater choice and value for clients. Abbey Wealth delivers exclusive offerings at preferential rates thanks to its strategic partnerships with some of the worlds’ leading financial institutions.
  6. The company only employs experienced, friendly and professional financial advisers, who hold recognised and the appropriate UK or Irish qualifications in financial advice. They are supported by a specialist Financial Research and Analysis, Compliance and Administrative divisions, making Abbey Wealth a full-service brokerage. Importantly, the company has exceptionally low staff turnover and believe that continuity of relationships between clients and adviser leads to deeper and more trusting discussions which deliver better results.

Trustpilot’s highest rated expatriate financial advisory

The hard work and effort have paid off, clients are happy and remain with the company for many years. And even longstanding clients still regularly take the trouble to post reviews and recommendations on independent sites such as Trust Pilot, where Abbey Wealth has the highest possible five-star rating.

Here’s are some recent examples of what their clients say about this commitment taken from the independent review website Trust Pilot:

Abbey Wealth Reviews 01
Abbey Wealth Reviews 02

Focused on delivering long term financial solutions

From their Dublin headquarters, Abbey Wealth provide dedicated specialist services to clients across the whole EU and EEA.

They’re directly regulated by the Central Bank of Ireland, providing clients with world-class security and peace of mind. The Central Bank of Ireland is an English-speaking regulator and Ireland has exceptional levels of protection for clients of Financial Services companies based there, including an investor compensation scheme and Insurance Ombudsman authority.

Abbey Wealth’s Swiss business services their clients based outside of the EU, again providing financial security and peace of mind.  These important and valuable protections for clients would not be available if the business was headquartered in Mainland Europe or even further afield, like many other Expatriate adviser firms.

Why Expatra recommend Abbey Wealth

The appropriateness of Abbey’s core offering in relation to the financial topics we cover on Expatra means we sometimes refer readers who come to us seeking expatriate wealth planning solutions to Abbey Wealth.

We aren’t qualified or regulated to give advice, so when a reader asks for advice, we may make a referral if appropriate.

There is never an obligation on anyone referred, what’s more, because we have built a trusted relationship with Abbey Wealth over the years, we know that our readers will be respected and well treated by the company.

We are always open to feedback on any referrals we ever make, and the feedback we continue we receive helps us to understand which companies work hardest for expats and enable us to point people in the right direction.

In addition, we like the fact that Abbey Wealth has earned exceptionally high-level terms of business with many of the leading offshore financial services organisations, enabling Abbey to do required international client due diligence checks to prevent money laundering and to place direct business with these firms.  This speaks volumes about Abbey Wealth’s reputation.

Abbey Wealth’s range of specialist financial services for expatriates

In terms of what the expanded service offerings from Abbey Wealth look like:

Abbey delivers a complete range of specialist expat financial solutions: –

  1. Expat personal financial planning advice
  2. Expat wealth management services
  3. Overseas retirement preparation and planning

No matter what life stage you’re at and whether you’re a high net worth individual with extremely complex personal and corporate financial planning requirements, or an individual seeking the best interest rates on existing savings, Abbey Wealth has the resources and capacity to support you – for life.

Expat personal financial planning

Abbey Wealth’s expat personal financial planning advice service starts from the point of view of understanding that clients are as unique as their financial status.  Therefore, understanding the client is critical to making the most of their financial advantages.

Advisers working in this area take the time to understand a client’s current financial position, therefore, as well as their risk position, goals, objectives and challenges, before giving salient and personally appropriate advice.

Expat wealth management

The company describes its wealth management service as:

“a consultative client-centred process, aimed at helping you achieve all of your financial needs.”

No matter what your wealth status, Abbey is strategically positioned to assist, with dedicated high net worth consultants offering comprehensive solutions to those with even the most complex financial position.

Offshore portfolio bonds

An offshore portfolio bond is an alternative name for an offshore investment bond.  It can be used as a tax-efficient investment wrapper that can hold multiple financial assets, such as stocks and shares and funds.

The tax efficiency of an offshore portfolio bond depends on your country of tax residence, tax status and other factors. Abbey Wealth work with their expat clients to help them to understand whether an offshore portfolio structure would be beneficial for their individual needs.

Overseas retirement planning

Abbey Wealth’s dedicated overseas retirement preparation centre can offer every single service you need.  Whether you:

  1. Are yet to start saving towards retirement;
  2. Have frozen or onshore pensions;
  3. Are about to retire abroad;
  4. Have retired and need investment or income advice.

Abbey Wealth’s specialist team of advisers can help with:

  • Retirement savings solutions;
  • Pension transfers;
  • QROPS;
  • QNUPS;
  • Overseas SIPPs;
  • Retirement income planning;
  • Post-retirement savings and investment advice.

Abbey Wealth review – in summary

As one of the leading providers of comprehensive expatriate financial services in the world, Abbey Wealth is ideally positioned to help British expatriates looking to make the most of their financial position during their time living overseas.

There are other expatriate services out there.  Our review is not meant to be a comparison nor an endorsement.  However, to date, we’ve had always received very positive feedback from expatriates who’ve used Abbey Wealth’s financial services. We’ve also found it easy to get information from their team to support our financial research.

Visit Abbey Wealth.

You might find useful