Abby Ivison

Abby Ivison

The Private Office

Minimum savings/pensions: Over £250,000

0203 551 0160
Based in Fleet-Street
View location

Top Rated 2025
Verified since: November, 2021

4.7 out of 5

79 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 01 April 2025

  • 12

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 30 October 2024

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

  • Transparent Fees

    Abby has provided information on their typical fees

  • 49

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Abby

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 01 April 2025

  • 12

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 30 October 2024

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

  • Transparent Fees

    Abby has provided information on their typical fees

  • 49

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Abby

I provide independent financial advice for clients across a wide of range of areas including pensions, retirement planning and investment management. I am passionate about providing friendly, sound and honest advice to clients in a way that’s easy to understand so that they can feel empowered to achieve their financial goals.

Offers available through VouchedFor

Contact Abby through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Abby's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Age group

18-3435-4445-5455-6465+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Abby

Are you a client of Abby? Write your own review
Review

by a verified client in Somerset

12 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension funding

How has Abby Ivison helped you?

Abby is both friendly and professional, communicating advice in a clear and direct way. Abby deals with questions and clarifications easily and happy to respond with detail when needed.

Have you seen the outcome you were hoping for?

The advice provided by Abby has helped me understand my long term pension planning and options for retirement income.

Review

by a verified client in London

22 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice in managing my pension.

How has Abby Ivison helped you?

Abby explained the options and then the best ways to proceed.

Have you seen the outcome you were hoping for?

Yes and with her help it made the process run very smoothly.

What could they have done better?

It was all done very well.

Review

by a verified client in Nottinghamshire

24 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Abby Ivison helped you?

Initial advice on pension options Ongoing advice on account options

Have you seen the outcome you were hoping for?

In general yes pleased with outcomes to date and advice explaining economic environment and its impact on my savings

What could they have done better?

Knowledge on finer points of proposed inheritance tax relating to spouse

Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

The need to manage my pension portfolio.

How has Abby Ivison helped you?

All my legacy pensions are now combined in one manageable SIPP.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review

by a verified client in Outside UK

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

My own ignorance required this.

How has Abby Ivison helped you?

Clarity and professionalism.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

No criticism to offer

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