Abigail Banks

Abigail Banks

The Private Office

Minimum savings/pensions: Over £100,000

0208 166 8476
Based in Peckham-Rye
View location

Top Rated 2025
Verified since: July, 2020

4.9 out of 5

132 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 22 February 2025

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

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Abigail has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 January 2025

    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

    Abigail has provided information on their typical fees

    Abigail has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 72

    Positive First Impressions

    97% of users who are not yet clients had a positive first experience with Abigail

    97% of VouchedFor users have had a positive (4 or 5 star) first experience with Abigail (based on 72 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 22 February 2025

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

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Abigail has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 January 2025

    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

    Abigail has provided information on their typical fees

    Abigail has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 72

    Positive First Impressions

    97% of users who are not yet clients had a positive first experience with Abigail

    97% of VouchedFor users have had a positive (4 or 5 star) first experience with Abigail (based on 72 first impressions)

I am a Chartered Financial Planner working alongside private clients, trustees and businesses to help them achieve their financial potential. I provide bespoke advice to private clients across a range of financial planning areas including retirement planning, inter-generational planning and investment advice. I’m passionate about building long-term relationships with my clients to guide and support them through the financial complexities of life. My approach when working with clients is to make the complex feel simple to ensure they can plan for their future with clarity and confidence.

Offers available through VouchedFor

Contact Abigail through VouchedFor and your initial 30 minute 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 Abigail's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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