Achieve Your Financial Goals with Personalised Planning
Take control of your financial future. Let's create a personalised plan to help you achieve your goals.
Achieve Your
Financial
Goals with Personalised Planning
Take control of your financial future. Let's create a personalised plan to help you achieve your goals.
Financial planning is essential for making informed decisions about your future.
Our Customised Financial Plans are Designed to Help You.
Achieve your goals
Whether it's buying a home, funding your children's education, or enjoying a comfortable retirement, we'll help you create a roadmap to success.
Grow your wealth
Optimise your investments and savings strategies to maximise your returns.
Minimise risk
Protect your assets and income from unforeseen events with appropriate insurance and risk management strategies.
Make informed decisions
Gain clarity and confidence in your financial decisions with expert guidance and support.
Financial planning is essential for making informed decisions about your future.
Our Customised Financial Plans are Designed to Help You.
Achieve your goals
Whether it's buying a home, funding your children's education, or enjoying a comfortable retirement, we'll help you create a roadmap to success.
Grow your wealth
Optimise your investments and savings strategies to maximise your returns.
Minimise risk
Protect your assets and income from unforeseen events with appropriate insurance and risk management strategies.
Make informed decisions
Gain clarity and confidence in your financial decisions with expert guidance and support.
Why Choose Abbey Wealth?
Personalised Approach
We understand that every individual and family has unique financial needs. Our plans are tailored to your specific goals and circumstances.
Global Expertise
We specialise in serving the financial needs of expatriates and individuals with international financial interests.
Peace of Mind
Gain peace of mind knowing your financial future is secure and well-planned.
Proactive Guidance
We provide ongoing support and guidance to help you stay on track with your financial plan.
Why Choose Abbey Wealth?
Personalised Approach
We understand that every individual and family has unique financial needs. Our plans are tailored to your specific goals and circumstances.
Global Expertise
We specialise in serving the financial needs of expatriates and individuals with international financial interests.
Peace of Mind
Gain peace of mind knowing your financial future is secure and well-planned.
Proactive Guidance
We provide ongoing support and guidance to help you stay on track with your financial plan.
Our Services
Explore Comprehensive Wealth Solutions Tailored for Expatriates — From Retirement and Estate Planning to Smart Savings and Investments, We’re Here to Guide Your Success.
RETIREMENT PLANNING
Develop a comprehensive retirement plan that ensures a comfortable and secure retirement.
ESTATE PLANNING
Integrate estate planning considerations into your overall financial plan.
Investment Planning
Optimise your investment portfolio with a mix of assets that align with your risk tolerance and return objectives.
Tax Planning
Minimise your tax liability through effective tax planning strategies.
Insurance Planning
Protect yourself and your family with appropriate life, health, and disability insurance.
Our Services
Explore Comprehensive Wealth Solutions Tailored for Expatriates — From Retirement and Estate Planning to Smart Savings and Investments, We’re Here to Guide Your Success.
RETIREMENT PLANNING
Develop a comprehensive retirement plan that ensures a comfortable and secure retirement.
ESTATE PLANNING
Integrate estate planning considerations into your overall financial plan.
Investment Planning
Optimise your investment portfolio with a mix of assets that align with your risk tolerance and return objectives.
Tax Planning
Minimise your tax liability through effective tax planning strategies.
Insurance Planning
Protect yourself and your family with appropriate life, health, and disability insurance.
Who We Serve:
Professionals Working Abroad
Optimise your income and investments with tailored financial plans that align with your international career.
Retirees
Secure a comfortable and stress-free retirement by protecting your savings and managing your investments and pensions.
Business Owners
Build a financially strong business with strategic financial planning, including profit maximisation and tax efficiency.
Expatriate Families
Ensure financial stability for your family with plans that include education funding, medical insurance coverage, and tax-efficient investments.
Soon-to-Be Expats
Prepare your finances before moving abroad. Our specialists offer advice to align your investments, pensions, and life policies with your new location.
Returning Expats
Navigate the financial challenges of returning home. We provide guidance on managing investments, tax implications, and retirement adjustments.
Who We Serve:
Professionals Working Abroad
Optimise your income and investments with tailored financial plans that align with your international career.
Retirees
Secure a comfortable and stress-free retirement by protecting your savings and managing your investments and pensions.
Business Owners
Build a financially strong business with strategic financial planning, including profit maximisation and tax efficiency.
Expatriate Families
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Soon-to-Be Expats
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Returning Expats
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Why Professional
Advice is Crucial?
Many expatriates face unique challenges when planning for retirement. Different tax laws, currency fluctuations, and varying pension systems can make it difficult to navigate the complexities of retirement planning.
Our qualified team of retirement planning advisors can help you:
Develop a personalised retirement plan: Tailored to your specific needs, goals, and circumstances.
Navigate the complexities of international retirement planning: Including cross-border pension transfers, tax optimisation strategies, and currency risk management.
Optimise your existing retirement savings: By reviewing your current portfolio and identifying potential areas for improvement.
Explore alternative income streams: Such as property investments, annuities, or part-time work.
Ensure your financial legacy: By helping you plan for your estate and minimise potential tax liabilities.
Complete this form today to get FREE EXPERT ADVISE on investment options!
Why Professional
Advice is Crucial?
Many expatriates face unique challenges when planning for retirement. Different tax laws, currency fluctuations, and varying pension systems can make it difficult to navigate the complexities of retirement planning.
Our qualified team of retirement planning advisors can help you:
Develop a personalised retirement plan: Tailored to your specific needs, goals, and circumstances.
Navigate the complexities of international retirement planning: Including cross-border pension transfers, tax optimisation strategies, and currency risk management.
Optimise your existing retirement savings: By reviewing your current portfolio and identifying potential areas for improvement.
Explore alternative income streams: Such as property investments, annuities, or part-time work.
Ensure your financial legacy: By helping you plan for your estate and minimise potential tax liabilities.
Questions About RETIREMENT PLANNING?
Complete the form and we'll be in touch directly.
Have you started planning for your retirement, and if so, how confident are you in your current plan?
Who is funding your retirement?
Hear From Our Clients
Real Stories of Financial Growth, Security, and
Peace of Mind from Abbey Wealth’s Satisfied Clients
I’ve been very fortunate to come across Abbey Wealth, customer service alone is a 5 star they keep you informed of everything. I was extremely happy with all my investment advice . They look after me like family & in a day and age full of answer machines & live chat to speak to a person & they call back. Cannot recommend them enough.
Janine D.
I highly recommend Abby Wealth to anyone looking to invest, as my personal experience with them has been outstanding. The staff are incredibly helpful, offering personalized advice and ensuring every step of the process is smooth and stress-free. Thanks to their expertise and dedication, I feel confident in my financial decisions and would recommend them to anyone seeking a reliable investment company.
Ashley P.
Great work.
A very personal service. Great advice, easy to contact. Always looking to resolve the issue and find solutions at the earliest opportunity.
Andrew F.
Hear From Our Clients
Real Stories of Financial Growth, Security, and
Peace of Mind from Abbey Wealth’s Satisfied Clients
I’ve been very fortunate to come across Abbey Wealth, customer service alone is a 5 star they keep you informed of everything. I was extremely happy with all my investment advice . They look after me like family & in a day and age full of answer machines & live chat to speak to a person & they call back. Cannot recommend them enough.
Janine D.
I highly recommend Abby Wealth to anyone looking to invest, as my personal experience with them has been outstanding. The staff are incredibly helpful, offering personalized advice and ensuring every step of the process is smooth and stress-free. Thanks to their expertise and dedication, I feel confident in my financial decisions and would recommend them to anyone seeking a reliable investment company.
Ashley P.
Great work.
A very personal service. Great advice, easy to contact. Always looking to resolve the issue and find solutions at the earliest opportunity.
Andrew F.
Abbey Wealth was established in 2007 by leaders in the Financial Services Industry who wanted to make sure expats got the very best support and advice. We aim to provide ‘The best service, the best value and the best information’, to help our clients make smarter decisions and more profitable returns.
© Copyright 2023. Abbey Wealth Management.
All rights reserved.
EU Head Office:
+353 154 148 10
EU Residents Enquiry Line:
+34 952 887 270
Switzerland – Rest of World:
+41 22 700 84 75
3 Clanwilliam Terrace
Dublin, Ireland
Abbey Wealth was established in 2007 by leaders in the Financial Services Industry who wanted to make sure expats got the very best support and advice. We aim to provide ‘The best service, the best value and the best information’, to help our clients make smarter decisions and more profitable returns.
© Copyright 2023. Abbey Wealth Management.
All rights reserved.
EU Head Office:
+353 154 148 10
EU Residents Enquiry Line:
+34 952 887 270
Switzerland – Rest of World:
+41 22 700 84 75
3 Clanwilliam Terrace
Dublin, Ireland