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Investments

Abbeygate Wealth Management Ltd is a Partner Practice of Quilter Financial Planning Ltd. This means that when it comes to investments, our clients could benefit from the distinctive investment management approach employed by Quilter Financial Planning Ltd. Instead of employing in-house fund managers, Quilter Financial Planning Ltd selects some of the very best managers around the world to manage their (and our clients) funds and make changes where necessary. We feel this approach could award you with the components required for the potential to achieve a better return from your investments over the medium to long term.

See below for a list of our investment options:

  • Investing for Income
  • ISA planning

  • Unit Trusts
  • Investment Bonds

  • Offshore Investments

The value of an investment with Quilter Financial Planning Ltd will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.

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88/89 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
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Registered in England and Wales
Company No.06803554

Quilter Financial Planning Ltd

Abbeygate Wealth Management Ltd is registered in England & Wales, no. 06803554. Registered Address: 88/89 Whiting Street, Bury St Edmunds, Suffolk, IP33 1NX. Abbeygate Wealth Management Ltd is an appointed representative of Quilter Financial Limited.