As an expat living in Spain and approaching 55 and retirement age I wanted to review my financial arrangements, specifically pensions and investments. Given the recent changes to pension legislation in the UK , chnages to EU tax laws and uncertainities over Brexit I wanted to take advice with a company with expertise in helping UK expats in Europe . During initial telephone conversations , face to face meetings and subsequent contact over phone and email it was clear that Abbey Wealth have the expertise and commitment to client services I was hoping and searching for.In moving my investments and pensions the overall process has been very smooth and professional , focused on my individual requirements and communication always prompt.The processes are complex and require huge amounts of paperwork and understanding of legal and bureaucratic processes. As such , I doubt I would have been able to complete without the expert and very detailed advice and help along each step.I would not hesitate to recommend Abbey Wealth to anyone unsure about their investments and pensions in what is a very complex, fast changing and volatile economic and political climate.A final piece of advice to anyone prior to contacting them is to think carefully about your personal goals and requirements and attitude to risk . Obviously, the clearer you are in your requirements and what is important to you , the better they will be able to help and advise you.
Claim your business profile now and gain access to all features and respond to customer reviews.
Expert financial advice for expatriates, helping you make the most of your money - whatever your wealth status or life stage.
