Abigail Banks

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.

Get in touch for your free consultation  

What drives me?

I love working within a dynamic business that truly believes in making a positive difference to the lives of the clients we look after. I am passionate about inclusivity in financial services, and I particularly enjoy working alongside women to ensure they have the confidence to take control of their finances.

Prior to joining the financial services industry, I studied Geography at The University of Edinburgh. Outside of work I enjoy travelling to explore new places with my partner and our Dachshund.
 

My qualifications

I am an advanced diploma qualified financial planner and my qualifications are:

  • 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 

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

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We are Chartered Financial Planners, 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. 

Find out more about our accreditations 

FCA regulated

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 the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

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’s website.

How I can help you

  • Chartered Financial Planner
  • Specialist in equity release and long term care planning
  • Expert in cashflow modelling to help clients take control of their financial future.
  • Advice in all aspects of financial and strategic planning