About Us
Become a Client
To become a client of Abbey Financial Solutions, the process is simple, methodical and centred around you as an individual. We will do our utmost to ensure that you receive the solutions tailored to your exact requirements. When we make a recommendation to you as a prospective client, should you wish to proceed your money is always transferred directly to the major financial institution. The relevant institution then in turn pays Abbey F.S. a management fee or commission for the introduction of business and for giving on-going advice to the client.
- On receipt of your initial enquiry you will receive a call to outline your requirements.
- An appointment with one of the senior consultants will then be scheduled at your convenience so that a senior consultant can introduce him or herself, complete a detailed fact find to clarify your exact needs, shortfalls and also establish your future financial and investment goals.
- You will then receive a detailed financial summary and analysis for discussion with the consultant. Once you have confirmed that you are happy that he/she understands your exact needs, he/she will then proceed to find and recommend the best product for your individual requirements.
- A detailed recommendation based on your exact requirements will then be sent to you and a convenient appointment will be set in order for you to discuss the recommendation with our experts, allowing for all of your questions to be answered.
- If you decide to proceed with the recommended product, your Abbey F.S. consultant will assist you with all the application process and advise you when the relevant institution is ready for you to make your transfer directly to them. At no time do monies ever come through Abbey Financial Solutions nor our consultants.
- Your Abbey F.S. consultant will then advise on the transfer receipt and send you a valuation as soon as any investment goes live. Your consultant will remain your point of contact and review your investment on a regular three monthly basis and is always available for any questions at any other time. If for example, he/she is on holiday then Abbey's dedicated client service team will always be able to assist you until his/her return.
If you would like to speak to Abbey Financial Solutions with regard to your situation, please fill in your details or alternatively complete our online Investment Designer to receive a personalised recommendation. We will arrange for you to be contacted as soon as possible.
