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 capital, 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 “Market Update” link.

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

Testimonials

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.

  • 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

  • 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

Services

    Your home may be repossessed if you do not keep up repayments on your mortgage.

    Bury St Edmunds

    Abbeygate Wealth Management Ltd
    7 Whiting Street
    Bury St Edmunds
    Suffolk
    IP33 1NX
    Email: Abbeygatewm@sjpp.co.uk
    Bury St Edmunds Office: 01284 703422
    London Office: 020 7167 6711