"A positive and worthwhile appraisal "

Honest appraisal of the new investment strategy by an intelligent and very experienced professional. This is the first time I have belief in the forward strategy aligned to my age and risk profile. A talented individual who is a leader is his knowledge of the markets and how to manage peoples money carefully and wisley.

This is the first time ever I feel positive after a review with a financial advisor. Not only has he changed the strategy from dull investments with continuos losses to an up beat strategy which is gaining wealth and momentum where I feel more than comfortable.

His knowledge of the financial systems is admirable which leads to customer confidence and building a long term trusting relationship, something to be admired.

"A sell order not actioned"

A sell order, signed via docusign, was not actioned ! I discovered this, after 6 weeks, when I tried to withdraw the proceeds. Nearly 2 months later and I still have no explanation as to why... Normally this company would receive a better rating but recently they have let me down badly.

"Christian Holbrook has been managing my…"

Christian Holbrook has been managing my pension portfolio with Abbey Wealth, since 2016. He has proved to be a reliable & trustworthy advisor. Christian is always available if I have any queries & quickly resolves any questions posed by myself. In this sphere of ever evolving pension legislation, I am glad to have Christian looking after my interests & providing me with easy to understand & transparent advice for my situation. Christian is well organised and good at keeping me periodically updated with any factors that may be important to my pension.

"Reassuring and knowledgeable "

We have just had our regular review with Sadie Webb, she’s knowledgeable, approachable and completely honest when she talks about our Abbey Wealth investment. I am very cautious when it comes to money , but she is very reassuring and always gives advice that I am comfortable with, she certainly seems to know and understand her clients. We have utmost confidence in her and wouldn’t hesitate to recommend her ( and Abbey Wealth) to our friends.

"An excellent company to deal with."

I have always found Sadie Webb to be helpful, friendly and punctual. On this occasion I had a couple of queries that she answered immediately for me. Whenever I contact her she deals with matters efficiently and quickly. She obviously has an excellent understanding of the product and her people skills are very good. I am very happy with the service I get from this company and would be happy to recommend them to anyone looking for personal pension/investment advice.

"Stay clear of Abbey Wealth Malta"

Dismissive customer service. QROPS very high costs vs performance. Transparency of funds choice very poor. Lock-in period applied without declaring beforehand.Complains procedure done by Head of administration.

"Abbey Wealth investment advice and support"

Abbey Wealth have been helping me manage investments for more than 10 years. During that time I have had regular and helpful support and advice. Over the last four years Richard Duncan has been my advisor. His regular catch ups and recommendations have been informative and helpful, especially during the Covid crisis. Transactions were managed promptly and smoothly. Now that my circumstances have changed he has been even more supportive and has managed the closing phase of our relationship with skill and tact.

"Competent and excellent support"

I have been with Abbey Wealth since 2011 and have always valued their competent and sound advice. During this time I have had various advisors who have guided me safely through the intracracies of finance. My present advisor, Ms Sadie Webb is no exception. Her competence is excellent, her support invaluable and her person very professional.

"Excellent service all round"

I have been working with Mark Smith at Abbey Wealth since September 2022 as I tried to move my various pension pots into 1 manageable place. My funds aren't the largest but at every step he has been very clear as to what was happening. The Team viewer reviews are especially useful. I can't fault the service received from anyone at Abbey Wealth.

"Long-time Clients"

We have been using Abbey Wealth for over 13 years and hope to have the benefit of their advice for many years to come. Our current adviser, Iain Henderson, understands our investment strategy and has ensured that our investments are in a range of suitable funds within our SEB Asset Management Bond. It is worth pointing out that we have never been hassled to buy into some "sure fire" get rich quick investment. Only serious advice for serious clients.