Abigail Banks

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement.

How has Abigail Banks helped you?

Made a thorough assessment of my finances, my needs and my understanding and approach to financial risk. Clear, detailed advice was provided, and satisfactory investments made on my behalf under discretionary management, which has proved very good.

Have you seen the outcome you were hoping for?

Yes, investments have grown as required, meanwhile I receive the income I need.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I have no financial experience-

How has Abigail Banks helped you?

In every way financially and personally

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We were unhappy with our previous adviser. We did not feel we were getting the attention and advice we were looking for.

How has Abigail Banks helped you?

Abigail has given us a wider view of our situation, helping us to understand our retirement outlook and general financial planning. She has been instrumental in achieving the right balance of how our pensions and investments are utilised. She has given us some excellent financial modelling that has helped us to make decisions that we feel very comfortable with.

Have you seen the outcome you were hoping for?

Yes, we are seeing the benefits of Abigail's help and expertise.

What could they have done better?

Nothing. She has been excellent.

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

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.