Abbey Wealth Avis 966

We feel Lee Mcdougall went out of his way each and every time to help us sort any problems.He is very polite and friendly and a credit to the Company.

Abbey Wealth have given a great personal service, providing tailored advice for my circumstances and helping me plan for the future.

Just like to leave a small comment regarding my dealings with Dean Kirwan.
Each time I have requested help and information by phone or email regarding my pension, he has been on the ball straight away and dealt with any queries without me having to chase.
James McIntosh.

Abbey Wealth have been consistently good at handling my portfolio. Dean has been particularly helpful sorting out any questions I may have and replying to my emails promptly and efficiently. He is very patient and gets to the bottom of any query. I highly recommend him.

Abbey Wealth provide a fantastic service with terrific customer support. Especially Josh Johal and Matthew Turner.

Over a number of years abroad, we have continued to receive excellent, balanced and pragmatic advice particular to our individual circumstances from Liam Speake. Highly recommended.

I would just like to acknowledge the continued great service received from Abbey Wealth and especially Oliver Medina. From the moment i moved my pension and settled in Norway i have felt comfortable with the direction and advice. Updates are frequent and Oliver is always on hand to answer queries (especially at these turbulent times:) Direct sessions with fund managers are also a big bous.

Ian Boden was instrumental in providing sound and insightful financial advice while going through a couple of life changing events.

I have been a customer of Abbey wealth for more than 12 years . Our advisor is Mr Oliver Medina a very personable and cheery person he clearly explains all items of our dealings and makes concise reasons for all transactions I am very pleased with the service.

Prompt and highly knowledgeable service that is totally committed and professional.

I have been a client with Abbey Wealth for some time now and have always felt well looked after, given honest input into investments options, and more recently, very pragmatic and reassuring support from the team, and especially Richard Duncan. Keep up the good work, folks.

My recent telephone review with Oliver Medina was as usual very helpful and constructive in deciding the the next short term actions with my portfolio and ensuring that my longer term objectives continue to be met. Abbey Wealth and Oliver have over many years managed my portfolio and been very punctual with review phone calls and answering any questions I have.

In my time investing with Abbey Wealth I have had excellent service. I have a small, low risk portfolio which has nevertheless increased pleasingly over the years. I was obliged to withdraw regularly at a time of necessary expenditure, which was disappointing, but the remainder of my investments continued positively until the closure of one, due to the recent extreme circumstances. Throughout I have been carefully advised, firstly by Ben Noifeld, and lately by Oliver Medina who has steered my investments through a difficult patch, keeping me constantly updated with e-mails and personal three monthly telephone reviews. I am not particularly knowledgeable in the area of investment. I have been very satisfied, and am confident in the advice I have received.

Trustworthy and family friendly company

Having been with this company for a few years , they have been helpful and giving me good advice on all my investments, and have a very good Investment manager with Mr Christian Holbrook he is always checking that your Investments are doing well and keeping you up to date on any new investments for you to look at, Abbey Wealth are lucky to have a top class Wealth manager in their team.with Christian Holbrook.

We have been with Abbey Life for many years now. Oliver Medina has always understood our problems and found us solutions. His advice has been second to none and it is thanks to him that we are now reaping the rewards of good sound financial advice. He has a clear understanding of a client's needs and problems and can offer good advice on how to resolve them. He always does what he says he will do and never has to be chased for anything.
I would have no hesitation in recommending him to anyone thinking of using Abbey Wealth.

We have just reviewed our portfolios with Abbey Wealth. We were both delighted to learn that, despite the economic situation in the world, from the end of June to date both portfolios have performed positively, Thanks to the proactive approach taken by Mark Smith and Sadie Webb. We would have no hesitation in recommending their services to potential clients.

I am extremely happy with the service provided by my Abbey Wealth advisor Oliver Medina. He has provided clear and effective advice on opening new funds and refining existing pension strategies. He always takes time to talk through the options on the phone and keeps in contact regularly, far more frequently than my previous advisor. Highly recommended.

Excellent service!
I needed cash for my child's school fee and impressed by the fast and safe transfer.
Well done, Oliver and the team!

My account adviser is Ian Boden I am so impressed by the attention he brings to the care of my small portfolio of funds. He responds to email often within the hour of transmission, and during our quarterly updates he takes great care to explain fully the state of play of the markets I am invested in, I would highly recommend Ian to any other investor I may know.

I ‘cashed-in’ my work pension in 2017 and asked Abbey Wealth to invest this money for me.

I have found the investment guidance and advice exceptionally good, particularly in this recent, and very challenging, environment. I have found the Webinars excellent, and Abbey Wealth always host very informative and knowledgeable guest speakers. I have regular scheduled conversations regarding my portfolio with My Senior Investment Adviser, Oliver Medina. However, when I feel the need for additional advice, he is always readily available to talk on the phone (as I live in Portugal) which I really do appreciate.