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.

We 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.

We 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.

In addition to providing clients with the financial planning they require, we pride ourselves on keeping our clients abreast of current market affairs and events that could affect their financial future.

We provide a “Monday Market Bulletin” which contains a round-up of financial news from the previous week. You may view this via the “WeekWatch” bulletin link.

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

What our clients say…

  • I have been dealing with Abbeygate for several years and have always found them very professional in their approach to my requirements. In particular I really appreciate the way they are able to explain situations and make recommendations in an easy to understand manner.

    - Barry Harber - Bury St Edmunds

  • Abbeygate [JS] is someone I turn to for any financial advice. They are currently handling all my pension arrangements which quite frankly had not been looked after for ages. I simply didn't know where to start and didn't have the time. But I have now known James and his team for five years and seen that he has always his clients best interests at heart. I now leave everything to them to manage for me and he keeps me informed all the time and explains things simply. I look forward to retirement in 10 years time!

    - Mr P. Hannah - Bury St Edmunds

  • Abbeygate [DR] have proved to be the adviser I need. They quickly understood my financial situation as a 75 year old widow and set about the necessary re organisation of my funds. I now have an increased income and peace of mind. Their support and enthusiasm is exceptional, and I am so grateful.

    - Mrs Gillian Cripps

  • We find that Abbeygate are very good to us. They can talk to us in a way that we can understand and they are always very good to me. It was very good for them to take all the weight off my shoulders with all their help. Many thanks.

    - Mr & Mrs Roy & Vera Taylor - Beccles

  • I have known Abbeygate for many years and they have looked after several hundred thousand pounds of investment for me. I trust them more than anyone to look after my money. They have become friends that I would not hesitate to recommend to anyone.

    - Ian Marshall-Andrew - Norwich

  • I have found Abbeygate [JS] to be approachable and easy to contact. Always professional, he has been ready to meet my concerns and interests by giving helpful and trustworthy advice. I have no hesitation in recommending him to anyone.

    - Joyce M Cobb

  • As a senior citizen I find money matters quite worrying. I am grateful and relieved to put my trust in Abbeygate Wealth Management and I feel I am always given the best advice. I have every confidence in the team and would not hesitate in recommending them to anyone.

    - Murial Davies - Bury St Edmunds

  • James and the team at Abbeygate always take the time to understand our investment objectives. They are always very professional and can be contacted easily. Their ability to manage our portfolio has proved to be exceptional and we have no hesitation in recommending them.

    - Mr Kneller - St Austel

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

Market Bulletins

Market Bulletin

It is 104 years this month since Mark Sykes, a UK diplomat, and François Georges-Picot, his French counterpart, agreed on how to divide the old Ottoman provinces in the Middle East (excluding the Arabian Peninsula) between their respective countries. The Sykes–Picot line was drawn across the...

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Market Bulletin

. Back in 2008, Ford took apart a Ford Focus and had several of its parts strung as musical instruments, among them a ‘clutch guitar’ and ‘window harp’. In the ensuing TV advert, a 15-strong orchestra played a piece together. “Beautifully arranged”, proclaimed the advert’s...

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Market Bulletin

He might be able to quote Cicero and Catullus, but last week Boris Johnson seemed keener to borrow a few lines from Donald Trump’s playbook. The prime minister told his new Cabinet that they should be unafraid to talk of themselves as a “people’s government”...

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Market Bulletin

It is 101 years since the Representation of the People Act delivered universal suffrage for all UK men aged 21 or more – and for a much larger number of women over the age of 30. Prior to 1918, men could only qualify for the...

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Market Bulletin

Getting the family together at Christmas is something many of us look forward to and dread in equal measure. It’s a time to reconnect with relatives we haven’t seen all year, and can be good fun – until someone mentions politics. It seems last week’s...

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Market Bulletin

“Well, I don’t know how it gets better than this.” Taylor Swift wasn’t singing about the stock market at the time but, last week, she could have been. She certainly wouldn’t have been singing about herself; the singer now finds herself in the curious position...

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7 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
abbeygatewm@sjpp.co.uk

Registered in England and Wales
Company No.06803554

Abbeygate Wealth Management Ltd is an appointed Representative of respresents 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 titles, 'Partner' and 'Partner Practice' are the marketing terms used to describe St. James's Place Wealth Management representatives.