Earlier this week we published an article introducing one of our preferred solutions providers, Abbey Financial Solutions. We took the time to explain who the company is, what they are about, how they assist our readers and supply us with valuable industry information, because they are a less well-known name compared to some of the other companies we associate with such as HSBC for example. However, following on from this article in which we sought to answer the most frequently asked question about why we also recommend smaller specialist financial management companies such as Abbey Financial Solutions, as well the global financial institutions such as HSBC, we attracted a fresh series of enquiries from our readers about the company!
Well, what can we say other than it really does seem that Abbey Financial Solutions are setting the standards for expatriate wealth management and are attracting more and more attention and buzz in the expatriate community – which is great for them, because it’s nice to see that their quality of service can equal and even favourably rival that of larger organisations. So, we’ve already explained our personal reasons for recommending Abbey Financial Solutions - in a nutshell we get a great deal of very positive feedback from readers who discovered Abbey’s services through us – but a few readers have come back to us following our earlier article and they have asked for specifics about the types of solutions Abbey have provided clients with…
We don’t deal directly with any specific client details though – you see, Abbey maintain the strictest client confidentiality - so put simply we don’t have client information available for publishing even if said client is also a Shelter Offshore reader. However, we called Abbey and asked if they would mind sending us over some of their latest testimonials, and whilst they are not specific in terms of details of products recommended and advice given, they do give you a very good idea of why we sing Abbey’s praises and why so many expat clients are glad they found Abbey Financial Solutions – whether through Shelter Offshore, or elsewhere. So, if you want to know even more about the company, here’s just a small selection of some of the latest testimonials that Abbey Financial Solutions have received…
“TO WHOM IT MAY CONCERN: I approached Abbey Financial just over 12 months ago following an internet search for appropriate investments at the start of the financial crisis. I was unhappy with my then investment portfolio.
Liam Speake contacted me by telephone as a follow-up to my enquiry, and we had a full discussion of my circumstances. Liam recommended a savings portfolio, and after carefully studying the materials and information he forwarded on to me we had a further telephonic discussion.
Liam helped me with the completion of all the necessary documents and gave extremely thoughtful and helpful guidance throughout. After the investments were in place, he remained in contact speedily responding to my questions as and when needed.
Unfortunately, my personal circumstances have recently changed, and I needed to surrender the policy and sought Liam’s advice. Again, he gave assistance throughout the process of surrender and was unstinting in his attention to my needs and concerns. The matter has finally been resolved, and I was not only pleased with the returns from the period of my investment, but also with the prompt way that Liam ensured the surrender was effected.
I would have no hesitation in recommending Abbey Financial to anyone, nor will I hesitate in contacting Abbey if I am a position to repeat my investments at any time in the future.
Mrs B.R, France”
“Dear Mark,
Please use this as a reference to anybody.
You have been outstanding as our advisor.
Always kept in touch, gave us good advice and we are 100% happy.
C & C in Crete.”
“Hi Simon,
For us ignorant and innocent small investors what we are worrying about is can we trust this company or person to genuinely look after our interests. Once the trust is established then investors can relax and leave you professionals to do a good job. So I would advocate to potential clients that you and your company are trustworthy and give a good return on investment.
Mr B.C., Germany”
“Dear Abbey Financial Solutions
I just wanted to convey my sincere thanks for the way you have assisted me in my financial investments.
In my youth I was not as prudent as now with my finances, but as I grew older more discretion was used in my financial dealings this was because in my youth I had the knowledge there would be time to recover but as I grew older I had the knowledge that discretion was the better part of valour.
I now find myself as many older people that with the action of UK banks only paying very little interest to investors and yet charging 18% for loans it was not in my interest to continue using the UK banks. This was when I contact you I must admit I was very cautious in this as I had never dealt in your types of business before and did not know what to expect. But I have to say I had nothing to fear, absolutely everything I said to you has been recorded and confirmed to me in writing it was as though you had taken me by the hand and led me through a mine field, no question was left unanswered and I now know exactly where my money is invested and it is easy to monitor its progress through the various websites.
I just want to say a big thank you for all the time and trouble you have taken with me and look forward to our December conversation when we review my investments for the quarter.
Mr B.K, Alicante, Spain”
“To whom it may concern,
Since moving overseas for my job, I’d constantly hear about great opportunities available offshore for my monthly savings – I have to say; I was very sceptical having only had one savings account in the UK and a small frozen pension. I spent weeks browsing on the internet for advice and any guides/information packs that might be of use.
I finally came across Abbey Financial Solutions and after sending through a brief enquiry, spoke to one of their Advisers. They took me through step by step my circumstances and what I was looking to achieve long term – which to be honest, I wasn’t entirely sure myself at the time!
I now have set up a 20 year regular savings plan that allows enough flexibility should I change employment or location. Abbey Financial Solutions are always at the end of a phone or email if I need any assistance, I’ve found them extremely reliable and now have complete piece of mind regarding my financial circumstances – something I’m not so sure I had before!
Mr J.B., UAE”
“Dear Sirs,
I have recently moved the majority of my assets out of the UK with the help of Abbey Financial Solutions.
Living in another country has sometimes proved difficult with financial advice, especially as my IFA in the UK wasn’t too au fait with many international opportunities.
I have always found Paul my adviser extremely competent and knowledgeable of all current rates and opportunities, including any risks that may be associated. I receive regular reviews to keep me up-to-date with my investments and growth. I’m now transferring my UK pension through them; something I’ve thought about for quite some time but hadn’t got around to completing.
Regards,
Mr S.C., Thailand”
We hope each of these independently received testimonials assist you in understanding why we choose to associate with Abbey Financial Solutions, and why we trust them when seeking advice for our readers who choose to have a free money makeover for example.
