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We give you financial peace of mind. Contact Us Expert service of distinct quality, integrity and excellence.

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.

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

Abbeygate Wealth Management 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…

Market Bulletins

Market Bulletin

Last week the Bank of England (BoE) raised rates again, in what is proving to be one of the fastest tightening cycles in living memory, while warning it expects the UK to enter a recession before the end of the year. The 0.5% increase, which...

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Market Bulletin

 Last week, US equities experienced a strong bounce despite the Federal Reserve lifting interest rates and GDP data showing that the US economy contracted in Q2 – highlighting just how difficult it can be to predict market movements. The interest rate hike – the second...

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Market Bulletin

Equities were generally positive last week, even as the European Central Bank (ECB) pushed through a 0.5% interest rate hike, its first upwards move in more than 11 years. The base rate, which has sat below zero since 2014, now stands at 0.00%, with further...

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Market Bulletin

In Germany it’s called “Reise Nach Jerusalem”, a name thought to be inspired by the Crusades. Whether or not that’s true, the game of Musical Chairs to find Boris Johnson’s successor became increasingly bitter last week. By Thursday, there will be just two candidates and...

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News, Uncategorised

In case you missed the recent client webinar with Tony Wickenden and Simon Martin, experts in Inheritance Tax Planning, you can watch the recording here and view the supporting slides. The aim of the event was to help you to strategically manage your wealth to...

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Market Bulletin

As the second quarter of 2022 came to a close, US markets reported their worst half yearly performance since 1970, as rising inflation, higher interest rates, and Russia’s invasion of Ukraine created a challenging environment for investors. Over the first six months of the year,...

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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

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.