Abbey Wealth Avis 966

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.

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 . 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

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 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.

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

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

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 .

Amazing service, Client Services are of incredible help. Had some issues but they sorted everything out quickly and efficiently

Phill is great to deal with and has excellent knowledge

I have dealt with Phil for a while now.... excellent service, he put me onto the fact that i had a pension that i had completely forgotten about and i thought it wasnt worth looking at.... Well how wrong was i !!!!! Thanks to Phil i now have a tidy little nest egg invested in a very good plan. Great service, sometimes a little slow with communication but i put that down to being extremely busy :-) As i know i am.

I am very thankful for the financial advice from Abbey Wealth , especially Phill was a big help and very professional as I had a lot of questions about investment.So thanks for your patience,explaining me all I need to know .

Fantastic service received. Everyone in the team is friendly, helpful and knowledgeable. Felt very well taken care of.

Excellent response to my initial inquiry and then factual and warm engagement from all the staff involved.

Such nice staff, very professional. They helped me sort everything. Nothing was too much hassle.

Phill has been a great advisor at Abbey Wealth. He has been responsive to my questions and given me detailed advice on my investments. I would highly recommend him to my family and friends.

I have found Abbey Wealth to be extremely helpful whilst using them for my investments. Although I have dealt with a few various advisors over the past 12 months (as mentioned in others reviews), they have all tailored their advice to be clear, concise and provided excellent customer service in my opinion.

A very personal service. Great advice, easy to contact. Always looking to resolve the issue and find solutions at the earliest opportunity.

Amazing great guys to work with, real professionals

Went to Abbey Wealth for some financial advice, and Phil was a great help, friendly and approachable. Nothing was too much - would definitely recommend to friends and family