Abigail Brown

Abigail Brown

Oak Wealth Planning

Minimum savings/pensions: Any amount

0330 038 8941
Based in Market-Harborough
View location

Top Rated 2025
Verified since: March, 2019

5 out of 5

77 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 March 2025

    Abigail is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Abigail's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Abigail has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Abigail has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Abigail has not yet added their fees to their profile

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Abigail

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Abigail (based on 13 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 March 2025

    Abigail is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Abigail's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Abigail has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Abigail has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Abigail has not yet added their fees to their profile

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Abigail

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Abigail (based on 13 first impressions)

With over 27 years' experience within the financial services sector, I have previously worked providing financial advice to clients of two major high street banks: HSBC and NatWest, as well as progressing to the independent market eight years ago. I am working towards Chartered status and hope to achieve this during the course of the next 6 months. - Is planning/implementing a prosperous retirement on your mind? - Do you need to protect your family? - Ensure financial security? - Need to create a good package to attract the right kind of employee or do you need help with the company pension? - Do you need an effective succession plan to protect your estate and your loved ones? - Or simply need a way of understanding/paying less tax? I can help with all of the above by providing structure and direction for all of my clients, assisting them in achieving their financial goals, objectives and ultimately mapping out a plan for all stages and aspects of life. My clients are at the heart of everything I do. I really get to know my clients and build strong ongoing relationships, enabling me to adapt and proactively modify the plan to respond to the ever-changing financial landscape both personally and legislatively. My approach is to offer guidance and reassurance throughout, with a view to becoming a trusted and long-term adviser. I am also a big believer in operating an open-door policy, giving people peace of mind that I am always available should you need to discuss any financial matter. I enjoy an active lifestyle outside of work and can often be found walking in a forest or out on my bike. In my down time, I thoroughly enjoy exploring new recipes in the kitchen and spending valuable time with my partner and 11-year-old daughter.

£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 Abigail's clients

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Clients' level of financial expertise

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