Connect with Top-Rated Financial Advisers in Stamford!

Abbey Wealth Management Ltd is a Partner Practice of the prestigious St. James's Place, offering expert service and advice to help clients protect and enhance their earned and inherited wealth. We work with clients and their families to provide a wide range of services, from building and preserving wealth to inheritance tax and estate planning. Our experienced team is dedicated to providing high-quality advice and guidance to help clients achieve their financial goals. By building long-term relationships with our clients, we pride ourselves on delivering a trusted and personalized approach to wealth management.

Golden Oak Wealth Management provides independent financial advice to high-net worth individuals, offering a range of services including retirement planning, investment management, wealth protection, and business owner services. With over 35 years of experience, our team of experts delivers personalized guidance to help clients achieve their financial goals.