The fiscal landscape is constantly evolving and effectively managing your finances can be complicated, stressful and very time consuming. Developing a strong relationship with each client allows me to understand what is important to them and expertly manage their investments to best meet their individual needs.
- Locations
- London, St. James’s
Abigail is a wealth adviser, looking after the financial planning needs of clients with a wide range of needs, encompassing those at the start of their planning journey through to those meeting income needs in retirement. Her focus is on making the best use of all available allowances and tax wrappers to deliver the most appropriate and tax efficient solutions.
She takes a holistic view with each client, seeking to understand their situation, their individual needs and so identify what is really important to them; delivering solutions that are relevant, tax efficient and future proof.
Abigail’s financial planning career started in 2015 as an adviser with St James’s Place, moving to RBC Brewin Dolphin in 2021, initially as a financial adviser for the RBC Brewin Dolphin digital advice team WealthPilot; moving to our London, St. James’s office in late 2022. Abigail is both a chartered financial planner and fellow of the Chartered Insurance Institute (CII).