Abbey Wealth Review – Inside The Fast Growing Expat Financial Advisory
We take a look inside Abbey Wealth, one of the most popular expatriate financial advisories and wealth solution providers for professionals and retirees abroad.
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.
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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.
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.
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.
Our analysis and research identified five distinctive areas that distinguish Abbey Wealth in a crowded financial services market:
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:
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.
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.
In terms of what the expanded service offerings from Abbey Wealth look like:
Abbey delivers a complete range of specialist expat financial solutions: –
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.
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.
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.
Abbey Wealth’s dedicated overseas retirement preparation centre can offer every single service you need. Whether you: –
Abbey Wealth’s specialist team of advisers can help with: –
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.