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Old 16.05.2020, 16:53
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Abbey Wealth

I have been contacted by Abbey Wealth, Spain and was wondering if anyone on the forum has experience with dealing with them?

On their site they advertise themselves as:
"Abbey Wealth Switzerland, Spain, Ireland and around the world remains acutely focused on the provision of first class financial advice and support services to expatriates globally."
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Old 16.05.2020, 16:59
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Re: Abbey Wealth

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I have been contacted by Abbey Wealth, Spain and was wondering if anyone on the forum has experience with dealing with them?

On their site they advertise themselves as:
"Abbey Wealth Switzerland, Spain, Ireland and around the world remains acutely focused on the provision of first class financial advice and support services to expatriates globally."
Run.

I would never work with someone who contacts me out of the blue.
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Old 16.05.2020, 19:41
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Re: Abbey Wealth

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I have been contacted by Abbey Wealth, Spain and was wondering if anyone on the forum has experience with dealing with them?

On their site they advertise themselves as:
"Abbey Wealth Switzerland, Spain, Ireland and around the world remains acutely focused on the provision of first class financial advice and support services to expatriates globally."
Their site says:

Quote:
After completing the regulatory requirements in 2016 AFS Wealth Management & Insurance Advisers Limited, trading as Abbey Wealth, is now regulated by the Central Bank of Ireland.
Which is true, unto a point, except they are registered as: insurance, reinsurance or ancillary insurance intermediary providers, not financial advisers or similar...

Best avoided.
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Old 16.05.2020, 19:56
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Re: Abbey Wealth

Rule of thumb in Switzerland: If people contact you for insurances and financials just throw the phone down instantly without saying goodbye.
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Old 16.05.2020, 20:29
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Re: Abbey Wealth

I searched for Abbey Wealth and got over a page worth of hits from their website. Halfway down the second page I found this that explains what insurance advisors do. https://www.telegraph.co.uk/finance/...-billions.html

No mention of Abbey Wealth, but it does mention our favourite Swiss culprit.
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Old 17.05.2020, 13:26
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Re: Abbey Wealth

If you get cold-called by anyone trying to offer financial advice, hang-up at once. Unless you are happy to string them along and waste their time.
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Old 17.05.2020, 16:47
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Re: Abbey Wealth

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If you get cold-called by anyone trying to offer financial advice, hang-up at once. Unless you are happy to string them along and waste their time.
That's more or less what I have done to now. That said I was interested in what they knew about UK tax domicile and they sent me a pdf on the subject. Naturally they would also like to help me 're-structure' my investments. But don't worry I wont be signing up for anything.
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