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Abigail Banks
Abigail Banks
About
Abigail is a Senior Financial Adviser for The Private Office working from our office in London and covering areas across the south including Buckingham, Kent and Northampton. As a Chartered Financial Planner, she builds long-term relationships with her clients to guide and support them through the financial complexities of life. She is passionate about inclusivity in financial services, and particularly enjoys working alongside women, to ensure they have the confidence to take control of their finances.
Abigail provides advice in all aspects of financial and strategic planning and is a specialist in equity release and long-term care planning. She provides support to a wide range of clients, including some of our Family Office clients where she helps to manage the financial affairs of wealthy individuals and their families. Her approach when working with clients is to make the complex feel simple to ensure they can plan for their future with clarity and confidence.
With previous experience working as a Paraplanner, Abigail has a strong technical knowledge and foundation to the advice she provides. Her expertise is also valued in the press and she has provided comments for The Times, Sunday Times, FT Adviser and Vice. As well as her Advanced Diploma in Regulated Financial Planning, she has qualifications in pensions and pension transfers, equity release and long-term care insurance. Prior to working in financial services, Abigail studied Geography at The University of Edinburgh.
When she is not providing bespoke advice, Abigail can be found travelling to explore new places with her partner and their Dachshund.
Areas Of Expertise
- Specialist in equity release and long-term care planning
- Inter-generational planning
- Investment advice
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Regulated Financial Planning
- Diploma in Regulated Financial Planning
- Award in Pensions Update
- Certificate in Pension Transfer Advice
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Award in Long Term Care Insurance
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Abigail works from our office in central London and has clients in areas such as:
Abigail Banks locations
Abigail Banks map
- Huntingdon
- Dulverton
- Haywards Heath
- Farnborough
- Aylesford
- Horsham
- Reading
- Peterborough
- Cambridge
- Banbury
- Loughborough
At a glance
- Featured contributor in The Times, Vice and FT Adviser
- Named in the Citywire NMA Top 35 Next Generation Advisers 2023
- Experience in financial services since 2016
As featured in
I feel confident that Abby is acting in the best interests of my family, and that her thorough approach ensures that my finances are kept under review as my circumstances change. In my opinion, there is nothing more that Abby could have done. Her advice is excellent and she is very committed to providing the best possible outcomes.
May 2024
She has advised me on my pension plans, my investment plans, and how to best prepare for the future in general. She has also helped with the financial side of buying a house and other big life events. At every stage, her advice has been spot on and incredibly helpful.
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 Abigail'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.
Abigail 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.
Awards
Named in the Citywire NMA Top 35 Next Generation Advisers 2023
Finalist for Woman of the Year – ESG Advice at the Professional Adviser Women in Financial Advice Awards 2023
Finalist for Woman of the Year – ESG Advice at the Professional Adviser Women in Financial Advice Awards 2022
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.