To start each conversation with
’how can I help you?
- Nearly all providers have a revenue and AUM target for each client which can lead to investment recommendations which are not suitable.
- Hidden fees and dirty pricing.
- Commoditised advice, based around structured products.
- Frequent changing of relationship managers and advisors leads to a lack of continuity and understanding of what the family requires.
- Our fees are transparent and agreed up front, payable by the family.
- We do not receive any retrocessions from banks, and so we are truly independent.
- Happy to work with all banks
- Able to analyse every recommendation based solely on its merits
- Abbey Road is our company, we are not going anywhere and we aim to establish long term relationships with families that ensures continuity of investment philosophy and strategy.
Guided by an advisory board with a wealth of
experience, access and skillset
