Abbey Wealth

Financial Operations and Advisory
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970 reviews
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Customer Reviews about

Abbey Wealth

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Philippe

4.00/5.00

"Helpful, objective, practical advice and efficient service, at no (extra) cost."

After six years and pressure from other, harder-sell IFAs to change, I am still satisfied with AFS. They make sensible and sometimes innovative suggestions for investments and discuss my own ideas objectively and critically. There is always more than one point of contact (which others often don't have) and things get done that need doing. The personnel has changed a couple of times but the continuity of knoweldge of my account is good. Not every investment in the portfolio has been a roaring success so far but these are difficult times. And although everyone is making some money along the line, it doesn't cost me any more (maybe less) than going direct to a bank or offshore life company for the necessary 'wrappers.'

23/08/2013

Paul

5.00/5.00

"Outstanding - You are treated as an individual, not just another investor"

I have found my adviser at Abbey Financial Solutions to be knowledgeable, attentive and efficient. From the moment you trust Abbey's advisers with your hard earned cash, you are treated as an individual, not just another investor. They will review your portfolio regularly and advise on future strategies based upon individual fund performance at that moment in time and as a trend. I was looking for a company that I could trust to fulfill my retirement plans - after all, get it wrong, there's no second chance. I'm confident that I have invested with the right company and am looking forward to a rosy retirement.

23/08/2013

John

5.00/5.00

"Proactive ,friendly and very helpful"

I have found the service provided by Abbey Financial Services of the highest standard and have my many queries answered promptly. I am probably better informed than many on financial aspects but nevertheless am particularly ignorant of the financial services side and have had good support and recommendations from Nick and others in the organisation. Without their help I would almost definitely fallen foul of the UK Inland Revenue regime and would have never have enjoyed the full benefits of QROPS as I would inevitably missed the April 2013 revision.

23/08/2013

Terry Mills

5.00/5.00

"A Highly Professional and Efficently Originized Company."

Abbey Financial Solutions provided me a solution to my Company Pension previously held in UK by using QROPS which was found to be advantageous.
It provided its time and patience in explaining the options available with benefits in detail without pressurization.

23/08/2013

Dr. Stewart McFarlane

5.00/5.00

"Outstanding service"

Efficient and reliable service. Managing to bring in reasonable returns in difficult times.

Communications and support are excellent, even when I am abroad in Asia.

23/08/2013

Sean

4.00/5.00

"I feel that AFS are "on my side"."

My contact at this stage of my relationship with AFS is limited mainly to quarterly telephone calls from Iain. These calls were promised at the outset of our relationship and have proceeded timely and smoothly. Additionally AFS have recently acted promptly to bring to my attention developments within one of my investment vehicles.

23/08/2013

Jonathan

5.00/5.00

"Continuing excellent service"

I have been dealing with Abbey Financial Solution for over two years and unlike so many similar companies that I have dealt with in the past I have received as good a service after they have my business as it was when they were trying to get my business. I have received a very personal service and one which has answered all my queries promptly and fully. I have a very high degree of trust in the information that I have received and currently I am very pleased with the results in these financially volatile times.

23/08/2013

Una Panting

4.00/5.00

"They do thier best within the parameters set by regulators"

The service is very good. The staff are honest and try their best to help you within the regulators guidelines. I was not mislead by them for which I am grateful.

23/08/2013

Charles O / France

4.00/5.00

"Good, informed and professionally delivered financial advice that reassures."

I have found Abbey Financial Solutions a pleasant improvement on previous experiences in that the suggested investment advice appears well tailored to my requirements as well as being comprehensively presented with adequate scope to adapt or select alternative options consistent with my stated financial planning objectives.

23/08/2013

Peter

4.00/5.00

"Top Rated Services for me and my Pension"

WEre always helpful and forthcoming with advice which meant all the stress of pension move to overseas was made easy for me

23/08/2013
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