Wealth management

Stability and comfort comes from the market and our clients

Wealth Management

Abacus Wealth serves the investment planning and wealth management needs of clients across Europe, including (but not limited to) Gibraltar, UK, Ireland, Spain and Portugal. We aim to provide the best advice in all cases to ensure that the highest standards of probity and professional investment decision-making are maintained. The core areas of financial advice offered include portfolio investments, mutual funds, life assurance, pension transfers, retirement planning and cash flow forecasts for both private individuals and corporate clients.

Abacus Wealth prides itself on its duty of care to clients. We are strong advocates of the modernisation of financial and investment services in line with current technological developments, fee transparency and the cost savings that these provide to clients. Our independence ensures a full focus on client needs, acting only in your best interests through the provision of unbiased, transparent and independent advice.

Keypoints

Multi-jurisdictional investments

Protecting, preserving and growing your wealth

Onshore and offshore investment advice

Pension and retirement planning solutions

Moving overseas – tax residency options

Expert, tailored, independent financial advice

Transparent, upfront, easy to understand fee structure

Contact Us for guidance

Your next steps...

Complete our enquiry form

Latest topics

In March 2019 Spain and the UK, acting on behalf of Gibraltar, agreed the text of a tax treaty (‘the Treaty’) to resolve issues regarding the tax residence of both individuals and companies and to improve cooperation and exchange of information between Spain and Gibraltar on matters of taxation.

Gregory Martinez Executive of the Gibraltar Funds & Investment Association and Manager at Abacus Financial Services discusses ‘Why Gibraltar?’

Wealth Management

Contact Us For guidance
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
“Protect your wealth and grow your assets with us”

Joanne Rodriguez
DipFA Associate Director