Abbey Wealth Management
Wealth management and financial planning advice for individuals, families, business owners and sports professionals
Highlights
- New on EvolcAdded 2026-11-08
About Abbey Wealth Management
Abbey Wealth Management provides tailored financial planning and wealth management advice, including wealth building and preservation, inheritance tax and estate planning, risk protection, life insurance and retirement planning. It is a Partner Practice of St. James's Place and an appointed representative advising on the group's wealth management products and services.
Its clients include private individuals and families, business owners and sports professionals. Specialist services such as wills, tax and legal advice are provided through external specialists.
The company was founded in 2014 and is registered in St Ives, England. Its team includes a director, paraplanner and administrator.
Product: Personal wealth management and financial planning advice, with access to external specialists for additional planning services.
Jobs at Abbey Wealth Management
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