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Abby Ivison
Abby Ivison
About
Abby is a Financial Adviser at The Private Office located in London but also covering areas such as Worcester, Oxford and Northampton. As a Chartered Financial Planner, she offers insight to guide clients with their financial needs. She is able to offer unbiased advice due to TPO’s independent status, which means she can offer advice about any area of the market.
Abby is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.
Some of Abby’s areas of expertise include retirement planning, income protection, and investment advice and she previously worked as a Senior Portfolio Manager before joining TPO in 2021. She also covers cash-flow modelling as it opens up conversations with clients and helps them to visualise their financial future.
Abby is a certified and FCA regulated financial planner. She holds an advanced diploma in Financial Planning, as well as other qualifications including a certificate in discretionary investment management.
When she is not advising clients, Abby can be found outdoors travelling and keeping active, as well as enjoying good food.
Areas Of Expertise
- Retirement advice
- Investment advice
- Cash-flow modelling
Qualifications
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Abby works from our office in central London and has clients in areas such as:
Abby Ivison locations
Abby Ivison areas covered
- Poole
- Banbury
- Buckingham
- Windsor
- Royston
- Farnham
- Southampton
- Beckenham
- St Albans
- Lewes
- Nottingham
- York
At a glance
- Featured contributor in The Telegraph
- Previous experience working in portfolio management
- Working in financial services for over eight years
As featured in
Abby was very helpful and patient explaining various aspects of approach, charges and services that the Private Office provides. Our discussion was friendly, open and respectful.
July 2024
Abby is very well-informed, on top of the latest data, and very clear in her advice. Above all, she listens to me, recognises what I need and shapes her recommendations accordingly. Her language is accessible and she is always on hand to answer the idiot questions!
March 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Abby's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Abby is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.