At Abbey Wealth Management Ltd we pride ourselves on building long-term, high trust relationships based on our core values of experience, excellence of service and honest advice. This provides our clients with the wealth management needed to satisfy their immediate and future needs.

As a Partner Practice of the successful St. James's Place, our clients benefit from the distinctive approach to investment management and with advice guaranteed we can ensure that a high standard of advice is consistently provided to our clients.

We are able to provide individually tailored advice in all aspects of financial planning and Abbey Wealth Management Ltd has a strong reputation for excellence in:

• Building and Preserving Wealth
• Inheritance Tax and Estate Planning
• Financial Protection Against Risk & Life Insurance Solutions
• Retirement Planning

With an ever changing environment and changing client circumstances, bespoke financial planning for our clients is essential to help them achieve their personal goals, more importantly, by ongoing review meetings, we revise these plans if necessary so they remain appropriate and accurate. With changing legislation, client circumstances and views, this is paramount.

At the heart of our service is a belief that effective communication ensures clients are kept fully informed of issues that may affect their financial situation. As such, Abbey Wealth Management Ltd regularly make available a range of communications for our clients, including a weekly Market Bulletin and quarterly magazine, The Investor. For further information please see our Real-Time Market Updates.

We take pride in the fact that the majority of our new clients are introduced by personal recommendations from our existing clientele and in providing a professional service based upon discretion and confidentiality, supported by a company that is dedicated to excellence and client satisfaction.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.