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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.

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

Somewhat counter intuitively, markets bounced back last week, with the US market recording some of their strong performance figures of the year, despite recession fears growing. So far, this year has proven brutal for equity markets, as rising inflation and interest rates have seen the...

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Market Bulletin

As inflationary pressures continued to mount last week, the European Central Bank (ECB) revealed it would raise its key interest rate by 0.25% at its July monetary policy meeting. This will mark the first rate rise in the region in over a decade. As the...

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Market Bulletin

Last week, many people in the UK enjoyed a shorter week, as businesses and markets closed for two days to mark the Queen Elizabeth’s Platinum Jubilee. Duncan Lamont, Head of Strategic Research at Schroders, reflected on how the economy has developed over the course of...

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Market Bulletin

After weeks of increasing political pressure, last week Chancellor Rishi Sunak announced a £15 billion support package to help the population cope with rising fuel costs. People are struggling with mounting gas and electricity bills, which are likely rise again in October, after the annual...

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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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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.