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Abbeygate Wealth Management Ltd offer a comprehensive financial planning service for all your investment planning and protection needs.

With nearly 20 years’ experience in the financial services industry, Abbeygate Wealth Management Ltd are able to offer a complete service to clients in all aspects of financial planning.

Abbeygate Wealth Management provide personalised, face to face wealth management advice to individuals, their families and business whether your requirement is to build wealth, manage cash and borrowings or protect your wealth against risk.

Abbeygate Wealth Management Ltd are a Partner Practice of St. James’s Place Wealth Management and offer a comprehensive range of wealth management products and services from companies within the St. James’s Place Wealth Management Group and also from a range of external organisations carefully selected by St. James’s Place.

Further information about the range of services offered by Abbeygate Wealth Management Ltd is available on the services page.

What our clients say…

  • We have found Abbeygate Wealth Management extremely helpful when dealing with our finances, advising how to get the best out of our investments to suit our needs. During the Covid 19 crisis they regularly kept in touch with updates on how they were handing the situation and the staff went over and above their normal duties with offers of help to us being in the vulnerable group in Lockdown.

    - Frank & Zena Whittaker

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88/89 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
[email protected]

Registered in England and Wales
Company No.06803554

SJP approved as at 18/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.