Why we think expats should take advantage of Abbey Wealth’s free financial reviews, here’s why…
Created exclusively for expat savers and investors your free review provides a smart cost-free way to understand which financial products and solutions will deliver greater results.
In theory when it comes to pensions and investments, as an expat you should be laughing all the way to the bank. You probably have the potential to enjoy a far more flexible and tax friendly investment and pensions environment than you ever could have back in your home country, giving you the opportunity to enjoy greater financial growth, higher incomes from pension investments and far greater protection from taxation.
However, if you’re like many other expats, you could well be finding the reality is far different.
It’s not that you don’t have a fantastic advantage as an expat investor. The problem many expats often find is the sheer range of products and services available, and the complexity in finding and understanding which pension and investment solution is right for your needs.
Understanding Which Financial Solution Really Is Right for You
If you were a UK based investor or wanted to invest your pension for an income, you will be largely driven by retail investment compliant structures that qualify as tax friendly investment solutions.
SIPPS and ISAs for example are two of the more popular savings and pensions structures for UK investors who want the best tax advantages available.
Of course, those structures have limits and can prove restrictive for an investor who has large amounts of capital, therefore, being an expat with the opportunity to choose far more flexible investment vehicles and having far greater choice is no bad thing.
Dependent on your individual circumstances and current country of residence, you may well be able to save and invest far greater amounts of money in a fully compliant tax-free investment solution and to create an investment structure that gives you far greater protection from future taxation liabilities.
However, those potential investment advantages can soon turn into a stressful situation when you’re concerned about making the right choices, that give you maximum financial advantage today and in the future.
Many expats find that choosing a solution that meets the regulations of different countries, different taxation regimes, different investment and pensions legislation and ultimately meets their own personal financial goals and aspirations can be a daunting experience.
You may well be one of the many thousands of expat professionals working or retired abroad who would love to find a simpler way to understand what your best options are, and which financial solutions really will serve your future needs.
Here’s the good news that expats have been waiting for…
Abbey Wealth Recognised the Need for Easy Access to Specialist Expat Orientated Investment and Pensions Advice No Matter Where You Live
Founded in 2007 and now one of the leading voices in expat financial advice and wealth management, Abbey Wealth set out with the ambitious goal of changing that situation once and for all.
From the company’s inception, they’ve embraced the internet and the huge communication and knowledge sharing advantages it delivered, for the first time making it possible for expats to receive specialist financial advice and product comparison, regardless of where they are in the world.
Investing heavily into new technologies, Abbey Wealth have developed an extremely efficient internet and phone-based financial advisory that make it far easier for you to get full access to the world’s leading financial institutions and get comprehensive reviews and information about their best performing investment products, services and solutions.
Without commitment or charge you can now receive expertly compiled, impartial reviews of financial products and services, coupled with specialist help and advice that will enable you to create a bespoke financial solution designed to meet your personal financial needs with levels of financial security that give you the peace of mind that your future financial prosperity is in safe hands.
The Abbey Wealth Review – Exclusively For Expat Investors
A Free Financial Review That Answers Many of The Key Questions That You Should Be Asking
The majority of us want a balanced investment solution, one that doesn’t expose us to vulnerable market sectors or other unqualifiable risk. Investments that stand the test of time while delivering satisfactory levels of growth year in year out.
The company understands that your financial attitude to investment risk, your current financial status and your future goals are unique to you. An essential part of the review building process is to ensure that discussed funds match your individual requirements and fit within your risk parameters.
Your initial review is backed up by a quarterly summary designed to ensure that your investments are keeping in sync with your financial goals and attitude to investment risk.
Who will be looking after my investments and making sure that my money is being managed efficiently?
To help you make that key choice, a senior adviser will provide you with an impartial financial review with detailed information featuring the current leading investment institutions, the types of solutions they provide, their track record over past years and other valuable information with illustrations of their charges and any other associated costs.
Another key question group, the what ifs!
Every expat investor has some what if scenarios that they’re concerned about. Abbey Wealth’s free information is designed to help get answers to those questions before you commit to any form of investment solution.
Some financial solutions just aren’t flexible enough to deal with significant changes to your financial or personal circumstances. It’s critical that you identify those solutions before you make any investment commitment.
Your review helps you to understand how flexible an investment solution is. The adviser who completes your review will point out any potential pitfalls and help you to find the right solution that won’t leave you with any nasty shocks should you need to make changes later on.
The more you understand about any investment and how it works around your lifestyle, the greater chance it to work well for you and to deliver the results you want.
Your free review really is simplicity in itself.
Your financial review gives you the knowledge and facts that you need in order to find a financial solution that works for you and gives you the peace of mind that your investments are structured to deliver stable financial security today and in the future.
Compare Products, Services, Companies & Solutions with One Review
The impartial information you receive from Abbey Wealth will make it easier for you to compare the leading financial institutions and the services that they offer.
Abbey Wealth knowledge first goal is designed to make it easier for you to make better, more informed choices. Armed with the right information you will be able to make more informed investment decisions that you feel comfortable with.
One World One Adviser
Abbey Wealth were among the first financial advisories to develop an investment advice strategy that can deliver a fully optimised financial solutions to expats who move from country to country.
Previously expats often found that after changing countries, rearranging their investments and capital to best suit their new location could be extremely time consuming, difficult and often costly.
The huge advantage that you’ll have comes via their one world one adviser strategy.
Regardless of where you are in the world or where you might move to next, you won’t have to worry about finding a new adviser. Abbey Wealth will be with you before and after your move.
This makes managing your investments far easier and less complex should you change your country of residence at any point. Changes that may need to be made in order to ensure that you maintain optimal investment growth and taxation protection can all be cared for by the same adviser before and after you move.
How to Use Abbey Wealth’s Free Review to Build Greater Investment Profitability
As an expat with investments, a pension or other capital you want to ensure your investments are being managed as efficiently and securely as possible.
Your free review offers you the following key advantages:
From the very first day in business Abbey Wealth made the key decision to offer all expats a cost and obligation free financial review. Abbey wanted expats to have the essential knowledge and information that they need in order to make informed investment choices.
Of course, they are a business and would love you to choose them as your trusted advisory, as thousands of expats who’ve received the free review have already done.
However, that’s your choice and you are absolutely free to use the valuable information in your review in whichever way you choose to.
More About the Valuable Information That You’ll Receive with Your Review
Many financial institutions tend to deliver generic guides as free information that often leads to more questions, rather than providing satisfactory answers.
It would be easy for Abbey Wealth to simply email over a range of generic guides and information for expatriates. However, Abbey made the key decision from the very start to create each review individually so that your review delivers maximum value and shows you exactly how you can best structure your investments for greater long-term profitability and financial security.
Before completing your review, a specialist adviser will speak to you on the phone in order to understand more about your specific financial goals and needs. When your adviser understands how he can best serve your needs, he will set to work producing your individual review.
When you get your review, you will receive a tailored report covering the different types of financial solutions available. You’ll be able to understand which financial solutions offer you greatest advantage. You’ll also receive detailed reviews about the different financial institutions that offer solutions that meet your needs.
Of course, they understand that new information almost certainly leads to new questions, therefore, when you get your review you’ll be able to chat on the phone to an Abbey adviser and ask as many questions as you want to.
If you’re not sure about anything or just need more detail, remember your adviser is there to ensure that you fully understand all of the information. Ask as many questions as you need to, your adviser will be happy to help.
Will I only Receive Information About Investments That Are Available Via Abbey Wealth?
No. They review the entire marketplace to save you time and to help you get the facts that enable you to make the right decisions for your personal circumstance.
Abbey Wealth clients can benefit from the strong market position the company has as they negotiate with financial institutions to get preferential rates for their expat clients.
Therefore, some savings and investment products will offer preferential rates, available exclusively to their clients.
Also, some of the most reputable Financial Institutions will only partner with the most respected brokerages with proven track records for delivering sound, dependable financial advice.
This does mean that in some instances Abbey Wealth are able to get expats access to investments that are managed by premier financial institutions that other expat brokerages are not able to get access to.
Premier Investment Access at Lower Entry Levels
One of the more significant achievements that Abbey Wealth have made is in enabling their clients to access funds and investment services that were previously only accessible to the highest net worth clients with multimillion investment portfolios.
These exclusive wealth management solutions have opened the doors to a level of investment expertise that was simply not available previously to expatriate investors without far higher amounts of capital to invest.
How to Get Your Free Review
Getting your free review couldn’t be easier. The simplest way is to click the red button or the guide image on this page and you’ll be redirected directly to Abbey Wealth’s review page.
Fill in your details on that page to book a review and one of the team at Abbey Wealth will call you back shortly.
You can also phone their client administration centre directly on +34 952 887 270.
Your personalised review will be completed by a senior wealth manager. When Abbey Wealth receive your review request you’ll receive a call back from one of the support team.
The support team call will confirm your details and ask a few questions to learn a little more about what you’re looking for and how they can help you. You’ll receive information about the review and be able to get answers to any questions you have. If you’re happy you’ll be able to schedule a convenient time for a senior adviser to call.
I’m only researching my options I’m not ready to start investing yet.
Don’t worry about speaking to them if you’re not ready to commit to any investment or pension solution just yet.
Abbey Wealth understand that every expat needs to research their financial options before they make any decisions.
This is one of the primary reasons why Abbey made the decision to keep the initial review free of charge or commitment. It enables you to access vital information about the types of financial solution that would be most likely to service your future needs best well before you decide to commit.
Abbey Wealth Review Summary
The advisory is a full-service wealth management company, providing inclusive yet uniquely tailored services for the management of your personal financial needs.
The free financial review service provided by Abbey Wealth has been designed to enable expats to understand more about their financial options as an expat investor or retiree.
You’ll receive full information about the types of products and services available with details of costs and charges associated with different product types, the levels of financial security that they offer and specialist information about structuring your wealth for optimal growth as an expat investor.
Join the thousands of expat investors who have already found a better solution for their expat pensions and investments, order your free review today.