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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

News

Following the recent information provided about HMRC’s requirement for most Trusts to be registered via an HMRC online Trust Registration Service  (TRS), we are pleased to provide you with some ‘Top Tips’ based on feedback from our clients for completing your Trust registration. The Lead...

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Market Bulletin

Volatility continued in equity markets last week, as economies struggled with ongoing inflation. In the UK, the Office for National Statistics revealed that CPI Inflation rose by 9.0% in the 12 months to April 2022, the highest rate recorded in 40 years. The Bank of...

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News

You may already be aware that there is a new HMRC requirement for most Trusts to be registered via an HMRC online Trust Registration Service (TRS). The change is part of national anti-money laundering regulations, which now covers most Trusts regardless of whether they pay...

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Market Bulletin

Volatility in the global equity market continued last week, as consumer confidence and tightening monetary policy continued to slow down growth. Last week the FTSE 100 finished the week up slightly, after it was revealed the UK’s GDP rose by 0.8% in Q1 2022. This...

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Market Bulletin

Equities experienced a sharp sell off in the second half of last week, as investors reacted to interest rate rises in the UK and US. In the UK, the Bank of England’s (BoE) Monetary Policy Committee increased interest rates by 0.25%. The base rate now...

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Market Bulletin

The big news of last week came from France on Sunday, where incumbent French President Emmanuel Macron won his re-election campaign against right-wing candidate Marie Le Pen. Although the final, official tally won’t be announced until later in the week, estimates put the election results...

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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.