Jasmine Abraham
Jasmine Abraham
About
Jasmine is a Financial Adviser at The Private Office located in London and also covering areas such as Stevenage, Norwich and Nottingham. As a certified financial planner, Jasmine guides clients with their financial needs and is set on demystifying what can often seem a daunting world. By making financial planning simple and easy to understand, she empowers her clients to make informed decisions around key life events.
Jasmine’s experience includes a range of planning areas, including inheritance tax planning, retirement advice and protection planning for a range of clients across London and the south east.
Having worked in financial services since 2018, Jasmine had previous experience in investment management before joining TPO in 2021. She has shared valuable knowledge and experience in our 2022 webinar, ‘Planning a comfortable, not taxing retirement?’. As one of the speakers, she answered some of the key questions around pensions and tax allowances in a way that was clear and easy to understand.
Jasmine holds a Diploma for Financial Advisers and Certificate in Equity Release, and keeps up to date with financial planning legislation as part of her ongoing professional development. She also has a degree in International Relations and Economics from Loughborough University and a Masters in management from University College London.
Areas Of Expertise
- Cashflow forecasting
- Investment management
- Inheritance tax planning
Qualifications
- Diploma for Financial Advisers
- Certificate in Discretionary Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Jasmine works from our office in central London, but also covers areas such as:
Jasmine Abraham locations
Jasmine Abraham map
- Birmingham
- Stevenage
- Cheltenham
- Haywards Heath
- Beckenham
- Norwich
- Leighton Buzzard
- Retford
- Nottingham
- Downham Market
- Harrow
In just half an hour Jasmine appraised my total situation and was able to give clearly rationalised commentary on my options and the pros and cons of each. I found Jasmine to be both fully professional and very pleasant to talk with.
May 2024
Jasmine has excellent knowledge and inspires confidence. She takes time to understand your situation and what you are wanting to secure for your future. Jasmine is very approachable and easy to work with - we look forward to becoming clients and working together to crystallise a secure future.
April 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 Jasmine'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.
The Private Office is 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.