"Absolutely terrible experience!!!!"

I was an Abbey Wealth client since 2018, I`m also a verified Trustpilot member for a number of years so not a fake reviewer.

Up to March this year I was fairly nonplussed with Abbey Wealth, who were certainly not perfect (I was compensated the maximum amount by the financial regulator the FCA in the UK after being given advice when I joined abbey Wealth, to use a certain company to provide a financial report), but my latter adviser for the past few years was absolutely excellent which was why I stayed with them as a client.

Since March this year the service from Abbey Wealth has been absolutely terrible!, at one point a six figure sum on my online account completely disappeared, whilst it was a computer problem with the provider, Abbey Wealth were my contact and didn`t answer my immediate calls or emails, it took 3 working days to contact someone, all the while my account showed my funds missing and a zero balance which was incredibly stressful, when I finally managed to contact someone at Abbey Wealth they showed no empathy or understanding of how upsetting it was to find out on a Friday that my online fund had gone from a 6 figure balance to absolute zero!, and I couldn`t speak to anyone from Abbey Wealth from the Friday morning until the next Wednesday!!.

in March my financial adviser had left the company and they allocated me a new adviser, I spoke to him straight away and he said he would call back the next morning, he didnt call back as promised with info next day, and when I eventually managed to get through to their office in Spain to find out why, it turned out he had left the company too that morning, the next adviser that I was allocated was very nice, however, she also quit a few days later, i asked for yet another adviser and was eventually allocated a new one in Ireland after several weeks who sent me one single email then never contacted me again, wholly unacceptable!

initially my emails of complaint were answered, however, then despite numerous emails they were completely ignored!, I couldn`t get any answer to calls to the Spanish office and eventually got through to their office in Ireland, I only got a call back after threatening to involve the Irish banking regulator

I managed to track down my previous excellent adviser (he wasn`t allowed to contact me to say he had left his previous company, I tracked him down via google) and have now moved my portfolio across to his new firm.
I didnt contact abbey Wealth to tell them I was leaving and have never heard anything further from them , absolutely nothing whatsoever.

The service i received from Abbey Wealth since many of their advisers left was completely awful and based on my poor experiences would never recommend this company in any way at all, latterly they were unresponsive, uncaring and basically uninterested in their client despite them looking after a six figure sum for me!

"Competence and incompetence of Abbey Wealth, Marbella and UK"

I have been with Abbey Wealth for many years. To be honest …. not bad but not great.
My advisor seems to change too frequently for my liking.
They handled the change from Quilter to Utmost satisfactorily.
A couple of months ago we decided we would make a small withdrawal….to be able to celebrate Christmas and family birthdays.
We must have spent more than 24 hours in total, making phone calls, filling in forms, proving our address, proving we are married and live together, proving our address again , Photocopying Passports, NIEs , proving our address yet again.
We live in the “Campo” , our local Town Hall changes the number of our “parcela” and of our house on a regular basis, the road we live on does not have a name, and we DO NOT have a postal delivery service. For this reason ALL our bills etc. are sent to our PO Box in the local village. Abbey Wealth and Utmost could not get their heads round this.
I called the Abbey Wealth Office in Marbella, to be honest with little success, if the call was answered, which it frequently wasn’t..
On one occasion my call was answered by a male voice, unlike the lady from Marbella. He seemed interested, patient and knowledgeable . His name was George Lewis. I asked him how long he had been in Spain…… he said he was based in I o M in UK . Within three days I had several calls from him , he researched “exactly” what we needed to do, we signed a couple of forms for him . He promised he would do all he could to push through the transfer.
On the same day that we received an email from Marbella asking for proof of address and a few other things …. we received a phone call from George Lewis informing us the transfer to our account was to be made almost immediately. Today it arrived .
Thank you so much George! It has been a pleasure to deal with someone as understanding, knowledgeable and polite as you!

"Super customer experience"

I’ve been working with Abbey Wealth for three years and their service and advice has been excellent. I would 100% recommend Abbey Wealth for any financial assistance you need.

"Disingenuous Company"

Massive influx of 5 star reviews in recent days intended to mask over the more accurate ones. Interestingly, a lot of these reviews are found 'useful' by one Jane Hewin. Jane Hewin is actually Vesper France's original name.
A lot of these reference Phill Pennick as a point of contact, believe me, he is a crook and been involved in forging clients signatures over the years, just google his name and scam. I am pretty sure he does not actually advise any clients either, not even sure he is qualified!!
Avoid at all costs!

"Thank you Victor France "

Thank you Victor France . I was stressing after a previous advisor had left and not done as he promised . I appreciate it can be hard to just get a be advisor so quickly . My previous advisor had then phoned me up claiming it was all AWM fault to take the blame away from him . I did go a few months with communication but all good now . Thanks you

"Avoid at all costs! Don't believe the apparent 36 5-star reviews in the last 72 hours!"

I feel obliged to give my experience, given that, somewhat miraculously, 36 5-star reviews appeared for Abbey within 72 hours (and counting!) after years of negative reviews.

I won’t give specifics as there is ongoing mediation with Abbey Wealth, but the reviews below are telling.

I had been a client of Abbey's for over 8 years. They managed the UK pension that I transferred and my investments. The performance had never been the most groundbreaking, but I appreciated that there was a cost to the service I was receiving, which itself impacted the performance. I never felt that my investments were at significant risk of loss.

However, the ongoing relationship and service I received from my adviser and their team kept me at Abbey Wealth.

Things changed around mid/late 2023 when my adviser left; I've had four different advisers since then! In the last twelve months, it's been all but impossible to contact anyone. I've been promised paperwork, calls, and assistance, which never arrived. I have now taken on managing my investments, which are much better at a lower cost (but not for the faint-hearted).

My last discussion in April 2024 recommended that I move all my investments into a New Horizon strategy and receive a proposal outlining the rationale behind this. I was very sceptical of the reasoning, and it has since transpired that this is the only proposed investment that they will give you so much for being independent and having the client's best interests at heart in considering the open market.

The proposal I was assured would follow never did; eight months have passed without contact despite my follow-up emails.

I can only conclude that the form is on the verge of collapse, and the recent influx of positive reviews seems highly suspicious to me, given past trends and their appearance all within 24 hours!

I have spoken to several other advisers offering a much more professional and cost-effective service.

Beware!

"I highly recommend AbbyWealth to anyone…"

I highly recommend AbbyWealth to anyone looking to invest, as my personal experience with them has been outstanding. The staff are incredibly helpful, offering personalized advice and ensuring every step of the process is smooth and stress-free. Thanks to their expertise and dedication, I feel confident in my financial decisions and would recommend them to anyone seeking a reliable investment company.

"Great experience so far!"

Received a lovely response from the start. Have been working with Phil who is professional, friendly and knows his stuff!

"The Go to Guy."

Good, sound advice from a very knowledgable and well grounded guy.
I would happily recommend Phill if you need financial advice.

"Lost pension funds now working"

After CWM had lost part of my pension investment I soon moved to Abbey wealth , I wasn’t too happy with a guy called Nic . I got swopped again and again , seems these guys have all now left thank god as their communication was useless . Client services have been as helpful as possible and my new Advisor Barry is spot on . Thanks to Victor for his reassurance . Pension pot is in safe hands .