Category: Financial Advisers
Address: Orchard House, 30 High Firs Crescent, Harpenden, Hertfordshire, AL5 1NA
Landline: 01582 7...
business advisers, Business and Commercial Advice, employee benefits, estate planning, financial advice, inheritance tax planning, insurance broker, mortgage broker, Partnership Protection
Abrey Wealth Management We are an Appointed Representative of the St James's Place Wealth Management Group.
Our Services to our Clients As a family-run business, we follow a thorough four-step process to advise private clients, trustees and businesses. We prioritize your financial needs to manage, grow, protect or preserve your wealth, with our single-point adviser relationship.
Why St. James's Place
St. James's Place is one of the UK's leading wealth management organisations, managing client funds of £52 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.
As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 company.
Our relationship-based service means we put you firmly at the centre of everything we do, whilst having the support and backing of a FTSE 100 company.
As a family-run business, we follow a thorough four-step process to advise private clients, trustees and businesses. We prioritize your financial needs to manage, grow, protect or preserve your wealth, with our single-point adviser relationship.
Abrey Wealth Management, a family-run Practice, was established when its' Principal, Brian Abrey accepted an invitation to join St. James's Place Wealth Management. Based in London and Hertfordshire, we provide wealth management advice to private clients, trustees and businesses both within the City, and more widely throughout the South and East of England.
Prior to establishing Abrey Wealth Management, Brian Abrey spent 15 years working in the Insurance, Investment Management, Pensions, Accountancy and Consultancy sectors, as well as the Agriculture and Bloodstock industries. Consequently, Brian has established strong long-term relationships with individuals, due to his appreciation for their specific financial requirements - whether these be personal or corporate.
Abrey Wealth Management is committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication that we place on developing solid long-term personal relationships with our clients, ensures that we are able to offer a rounded, professional, principled and most importantly a tailored service.
Our success is based on a thorough four-step process to advise our clients:
(1) A comprehensive face-to-face 'Initial consultation',
(2) followed by in-depth 'Research and analysis';
(3) Presentation of our 'recommendation' then agreeing implementation; and
(4) 'On-going Reviews' to ensure we meet your evolving needs.
Fundamentally, our approach is one of problem-solving for our clients - rather than product-selling.