Abigail's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 45 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 1 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 20 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 45 )
Financial Mentoring ( 8 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 19 )
£100k - £200k ( 7 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Buckinghamshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement
How has Abigail Banks helped you?
Always explains everything in a way I understand
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received an inheritance I wanted advice on how to invest.
How has Abigail Banks helped you?
Abigail has met with me every 6 months to review my financial situation and the investments. She has advised me on how to invest my money long term as well as for more immediate gain.
Have you seen the outcome you were hoping for?
Not as yet, but I understand that the economic climate in the last 3 years has been very challenging.
What could they have done better?
Abigail has been great.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted expert advice on long-term financial planning.
How has Abigail Banks helped you?
Abby takes the time to fully understand our needs and long-term goals, giving regular support and advice.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to retire
How has Abigail Banks helped you?
Reorganised pensions and set out a financial plan to allow retirement
Have you seen the outcome you were hoping for?
Yes. I was able to retire and now my wife has.
What could they have done better?
Market downturns combined with fee extraction meant there was concern that the plan was incorrect. Market recovered.
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An inheritance
How has Abigail Banks helped you?
By clearly explaining all of the options available and helping us to be able to make informed decisions regarding our financial future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can think of no obvious improvement s.