Abacus Wealth Management Ltd
Expert Wealth Management & Financial Solutions
We aim to become the number one independent provider of financial services in Gibraltar by placing our clients at the centre of everything we do. We firmly believe in the direction of travel that Wealth Management is taking as it continues to evolve in the 21st century.
We feel that consumers have never been in a better situation to understand exactly what they are paying for financial services and to whom. The new regime also enables consumers to get a better deal than they may have been able to achieve in past times with the advent of obligatory cost transparency. The digital age has had a significant impact on how clients use financial services and we endorse all the benefits that this delivers for both the client and adviser. We believe the result of these changes will improve consumer confidence, trust and protection and in doing so, will enable firms such as ours to develop generational relationships with our clients.
We have outlined how we intend to achieve this on our website, in the section titled “How we will seek to advise you” and would encourage you to visit this section of the site. We want you to tell us if we fall short of our ideology in order that we can continuously improve what we do and how we do it.
We are very passionate about what we do and are here to help you. If after reading this section, you feel that we can deliver the service you are looking for, please contact us and let us know how we can help. We offer the full range of wealth management services, including:
• Investment advisory
• Life insurance and critical illness insurance
• Pension advice
The team at AWML look forward to hearing from you.