Abbeygate Wealth Management Ltd

Abbeygate Wealth Management Ltd At Abbeygate Wealth Management, we offer friendly, expert financial planning to help you grow, manage, and protect your wealth. Based in Bury St.

Abbeygate Wealth Management, based in Bury St Edmunds, provides expert financial planning and personalised advice on investment planning, retirement, and protection —helping you grow, manage, and safeguard your wealth for a secure future. Edmunds, we provide clear, personalised advice on investments, retirement, and financial protection to help you plan for a secure future. Approved Quilter Financial Services Ltd 18/03/2026

07/09/2026

Meet the Team!
🙋🏼‍♀️Ellie Gudgin
📑Client Relationship Administrator

Ellie joined the Abbeygate family in 2023 as a Client Relationship Administrator, following her relocation from her native Scotland. In her role, Ellie plays an important part in supporting the client experience, helping to maintain strong relationships through clear communication, attention to detail and a professional, approachable manner.

With a particular focus on annual financial reviews, Ellie assists in ensuring clients receive an organised and efficient service throughout the review process. She is committed to providing reliable administrative support and helping clients feel informed and well looked after at each stage of their journey with Abbeygate.

Outside of the office, Ellie is an avid Formula 1 fan and enjoys being involved in local musical theatre.

04/09/2026

Meet the Team!
🙋🏼‍♀️Miz Harris
📑Paraplanner

Miz Harris is a Paraplanner at Abbeygate Wealth Management, where she works closely with the adviser team to support the delivery of clear, well-researched financial advice. She specialises in turning complex planning points into carefully structured, client-friendly recommendations, helping ensure each piece of advice is accurate, practical, and tailored to the client’s needs.

Away from work, Miz enjoys life at home with her husband and their dogs, and is often found cooking, gardening, or working on her latest DIY project.

03/09/2026

🙋🏼‍♂️Meet the Team!
As the newest and youngest member of the team, Josh brings a fresh perspective, enthusiasm, and a strong foundation in analytical thinking to his role as an Apprentice Paraplanner and Administrator. Having recently completed his A-Levels in Maths, Biology, and Physical Education, he has developed a disciplined approach to problem-solving and a keen eye for detail – both essential in supporting effective financial planning.Outside of work, Josh competes at a national level in BMX Racing and is currently ranked 7th and 8th in the 17-24 and 17-29 age categories in the UK. This commitment reflects his drive, resilience, and focus within the workplace.

💠Abbeygate Wealth Management Ltd offers a comprehensive financial planning service for all your investment planning and ...
03/09/2026

💠Abbeygate Wealth Management Ltd offers a comprehensive financial planning service for all your investment planning and protection needs.

📈With nearly 20 years’ experience in the financial services industry, Abbeygate Wealth Management Ltd are able to offer a complete service to clients in all aspects of financial planning.

💲Abbeygate Wealth Management provide personalised, face to face wealth management advice to individuals, their families and business whether your requirement is to build wealth, manage cash and borrowings or protect your wealth against risk.

✅Abbeygate Wealth Management Ltd are a Partner Practice of Quilter Financial Planning Ltd and offer a comprehensive range of wealth management products and services from companies within Quilter Financial Planning Ltd and also from a range of external organisations carefully selected by Quilter Financial Planning Ltd.

02/09/2026

A busy bank holiday weekend away from the AWM office for at the British BMX Championships which meant he finished an impressive 3rd and 7th in his class in the National Series!

10/07/2026

💐A big thank you to for brightening up our office this week!

🌼

08/07/2026

Another sunny market day in Bury St Edmund’s!

06/07/2026

☀️ Another sunny weekend out and about for the Abbeygate Wealth Management Team with our financial advisor Dawn Robson handing out prizes at the Norfolk Show Jumping Club Summer Festival!

A fantastic weekend and well done to everyone competing!

Good luck to our very own who is competing at the Lloyds BMX National Series in Cardiff this weekend!
03/07/2026

Good luck to our very own who is competing at the Lloyds BMX National Series in Cardiff this weekend!

☀️ A little summer glow-up for our office this week ☀️
30/06/2026

☀️ A little summer glow-up for our office this week ☀️

Address

Abbeygate House, Whiting Street
Bury St. Edmunds
IP331

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441284703422

Website

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