Abbey Wealth Avis 

Richard Duncan took over our portfolio earlier this year and has turned it around dramatically. Whilst Richard is very technical in his approach and research, he is very personable and engaging in his delivery. His strategies, and he has quite a few, are tailored to suit the individual needs of the client. In our opinion, he is very much an advisor who can deliver "what it says on the tin".

The recent service I have received from Abbey Wealth has been extremely poor. Firstly, they promise to do admin type things an then do not carry them out - repeatedly. Then they have unilaterally decided to provide "services" that I have not asked for, do not want, and which are totally spurious. For this increased "service", which mostly consists of providing reams of charts, tables and other automatically generated buff, they are going to charge fees of 0.5 % of my portfolio. All this done without my authorisation or approval and sneaked through on the QT.
To say that I am appalled would be an understatement.

Richard Duncan has been a most outstanding wealth manager.
6 months ago, his new regime totally overhauled my portfolio.

He has already made me over 10% profits in this short time, which has certainly killed off any foolish notions of ever working again!
Impressive.

A year ago I wanted to invest and cautiously approached Abbey Wealth. I could not have been more delighted with the fast and positive response I received. My adviser, Matthew Turner and his team are very helpful and professional and provide excellent service and advice. Apart from being available at any time for any concerns or queries I may have, the regular 3 monthly reviews with Matthew are informative and reassuring. Thank you so much for your guidance. I look forward to the future with confidence and have no hesitation in recommending your services.

We would like to say thank you for the work you have done for us over the last year. We decided to invest with you a year ago and have to say the service we have been provided by Simon Baker has been above and beyond. Simon together with Amanda have given us the confidence to keep investing with you and we feel safe and secure in the knowledge that they are both available to answer any queries or concerns we may have straightaway. Our 3 monthly reviews with Simon are informative, reassuring and relaxing. We would highly recommend your services and look forward to many more years working with you.

Very pleased with excellent service and advice. Great performance of investments, even through Covid. Good communications from Matthew Turner and his team. Very highly recommended.

Ben Noifeld & Remy Hart are two of the most honest and trustworthy people that I have ever come across and when you are looking to invest your life savings with someone that's really important!

It's very daunting when you first use a Wealth Management Company so you need to feel safe and secure that they really do have your best interests at heart and thats exactly how we feel, so thank you Ben & Remy we would have no hesitation in recommending your services. Alan & Sue Grimshaw

I tried a couple of wealth management companies before Abbey. I was disappointed with them as they didn’t live up to their word. I was then recommended to Abbey and I am not dissatisfied.

Having retired in France 6 years ago and trying to find good financial advice in English was a difficult task until I met Ben Noifeld from Abbey Wealth. I had been with 2 other providers before signing up with Abbey Wealth and what I really liked about AW was not only were their fees transparent but also one of the most competitive in the French market. They have successfully managed my portfolio through a difficult time over the past 2 years with COVID and have exceeded my expectations with the performance of my portfolio to date - Oct 21. Their service is very personalised, efficient and on point. Abbey Wealth also provides regular (weekly updates) on market developments as well as informative webinars with leading investment gurus.

Delighted with the service I am receiving from Abbey Wealth, especially my advisor Ben Noifeld and his associate Remy Hart. They organize regular reviews and are always available to answer any questions I have or contact me with update news on my investments.

The advice given by AW’s consultant, though accurate, did not provide us with the best investment opportunities for our pensions and cash. Our priority was to invest the cash from our house sale instead they advised us to move our pensions from the U.K. to a QROPS with large management fees for no gain on our part. They completely failed to include any recommendation for the cash from our house sale.

I am very satisfied with the regular contact with Matthew Turner, my international FA. He advises and informs me and listens to my questions, responding with relevant and comprehensible answers.
Estelle

My husband died and I didn't know what to do with the money he had invested but it took time with all the necessary documentation to prove I was his next of kin - he didn't leave a Will and as we live in Turkey which has different rules regarding that, plus the pension was in Malta so it took time to get the proof needed! Christian Holbrook, who had spoken to my husband for many years and knew about our life here in Turkey, that we had built a yoga/meditation/healing retreat, was caring, sympathetic and very helpful. Initially I took the money without asking for his advice but then decided I should! Christian spent hours talking to me about the various options and advising me about the cash I had available (an inheritance from my mum that I'd converted to lira at 7.3 and now the rate is almost 12), helping me to calculate the amount of money I need to live on. He also advised me about a small pension of my own that I could cash in/get a monthly sum. I invested as he recommended for which I am very grateful as the return so far is excellent, beyond expectations which is much needed in these Covid times when our UK yoga groups have been unable to come to Turkey for two seasons now meaning no other income for me. I have added a small amount to the investment rather than leave it in the bank earning nothing. Can't praise Abbey Wealth and Christian in particular enough.

I was completely naive about "Wealth Management"- I have never been wealthy, but when I sold a house for 50k, I knew I didn't want to just leave it in a bankand get 0% interest + bank charges!!
I first spoke to Robert about 6 months ago- I have not been pressured at all to invest with Abbey Wealth- in fact , it has been the complete opposite!
My husband and I have had many long conversations with Robert; questionnaires to complete etc.
Robert has explained the comparative risks of different investments and I feel we have been listened to- but he has encouraged caution, and he is still at the end of a phone if I have any concerns
I am so impressed with Abbey Wealth, and Robert Moore has been absolutely amazing - I thought
" Wealth Management companies " would not be interested in the likes of me- I am not rich,- but I cannot believe the care and attention I have received
I always felt like I was being treated as a person of worth, even though I don't have much wealth!!

Cathal help me through a minefield, extremely helpful and patient, grateful for the time taken to resolve my situation

To whom it may concern:
Richard Duncan continues as my fund financial advisor at Abbey. Working in business and finance myself, I clearly recognize Richard's high professional work standard; full attention to both the big picture and detail, resulting in significant improvement in my balanced fund performance under his management. I look forward to continuing my association with Richard, sincerely, Peter Berry

I don’t write product or service recommendations that often, generally I am a difficult customer to please but in this case, I feel I should shout-praise where praise is due!

Oliver Medina is the Fund Manager of my off-shore pension portfolio and we converse regularly on investment choices and fund returns and I’m very happy with his performance.

Recently I had need for cash from the fund to solve an urgent family matter, normally I would turn to one of my other investments but withdrawal times meant Oliver was my only opinion, after a quick telephone conversation we agreed a plan. I received the withdrawal documentation that evening and with Oliver’s help the documents were completed correctly and the withdrawal was approved by the trustees promptly.

It is said, you really don’t know how good a supplier partner is until there’s a problem, then they can be judged by their quick response, in the past I have taken what Oliver does for me for granted, he delivers the investment returns I expect, I didn’t think any more about it until there was a problem, I’m glad to say Oliver and his team stepped up with a solution and I’m very happy to recommend his service’s.

Invested with Abbey Wealth just under two years ago. Very happy with the fund's performance.
Glen Barker keeps me regularly updated with very informative market info.

Steve Culley

Having had a 10 year plus relationship with Abbey Wealth, I feel very confident that the advice I'm given and the overall professionalism means that I look forward to the next 10 years. Our advisor - Cathal - is a joy to deal with.

I’ve been using AbbeyWealth for over three years. Routine contact from Ben and Rémy has been friendly and informative in terms of reassuring me that management of my investments are safe and progressing well. I would recommend the company and Ben and Rémy if ever I was asked.