What clients are saying about us
Simran has been a pleasure to know. I’m really bad with my finances and never really given them much thought, but Simran helped me to understand what I need to do in a very clear manner and without losing her patience! She explained the ins and outs of various options and arrangements that were available to me in my kind of language. I’ve never worked with a financial adviser before so I was a bit nervous about whether or not I could trust them to be working in my interests, but Simran was able to put me at ease very quickly. I highly recommend her services.Angela Vescuso
Ablestoke have been a fantastic influence in helping me strengthen my financial discipline and prepare for my future. In the four years I’ve been with them. I recommend to anyone who wants to prepare for a successful financial future, to start RIGHT NOW and to trust in Ablestoke’s passion and integrity in creating an abundance of wealth for their clients.Imran Yusuf
Through recommendation from our accountants we approached Ablestoke to supply us and our employees with guidance with regards to the implementation of pension auto enrolment. We are happy to endorse and recommend Barnaby Balkwill and Ablestoke Financial Planning LLP. Barnaby has been involved in advising our individual directors with regards to their pension needs. It has been a pleasure working with Ablestoke and Barnaby. We have been more than happy with the service and would not hesitate to recommend them.Martin Brudnizki
SMART PEOPLE MAKE PLANS
FIND OUT HOW OUR SMART CLIENTS BENEFIT FROM
BEING MEMBERS OF OUR PLANNING FAMILY
Three months ago I did something I’d been putting off for years: I went to a financial advisor to sort out my retirement. I am very pleased that I did, and I am delighted that I chose Owen Cook at Ablestoke as my advisor. The reason I’d never seen a financial advisor before is that I was, frankly, embarrassed that I’d put off my retirement planning for so long. I feared being reprimanded and being told what I already knew – that I’d have been a lot better off if I’d have started saving twenty years ago. I was also worried that I was beyond help; I didn’t imagine I could make any real difference with what I might manage to set aside at the end of each month. Plus I was anxious that I might have to pay a lump sum up front to cover the cost of the advice, and I certainly didn’t have any spare cash lying around. To my relief, all of my fears were unfounded. Owen put me completely at my ease and was very respectful of my situation. He made no reference to my late adoption of financial planning; he instead concentrated on my current situation, where I wanted to be, and how I was going to get there. Using plain language, and with the help of lots of drawings to make things absolutely clear, he explained the theory behind every aspect of his advice. After two in-depth sessions we had come up with a plan which we will review annually to make sure everything is on track. There was no nasty lump sum to pay – any costs are included in the monthly direct debit so are virtually unnoticeable. I left Owen’s office with a spring in my step – I felt as if the giant burden of uncertainty I’d lived with for so long had been lifted. I do not feel poorer each month for the money that I put into the plan; it has in fact given me a new sense of direction and real peace of mind. I would urge anyone who hasn’t made provision for their retirement to stop putting it off – just pick up the phone and give Owen a call. You will be glad you did.Angie Boothroyd
I would recommend Ablestoke to anyone who is wondering if Pensions are worth the hassle, and saving for the future is a far-fetched thing; the Team at Ablestoke will help guide you and your money, ensuring you are never left short of cash over the years to come. Thank you very much for all your help and support.Falguni Patel
Barney from Ablestoke has provided me with Financial Advice over a 3 year period. As an Accountant I thought my personal finances were in good order but Barney helped me through the minefields that are Pension, Critical Illness, Life Assurance, Wills, Mortgages to name a few. Great advice which he is constantly looking to improve by increasing the benefits whilst reducing costs.Warren Mooney
Thank you so, so much for your help with my mortgage, and in general with chasing mortgage companies and solicitors etc, etc. I (literally) could not have done any of this without you.Jessica Lehman
Ablestoke Financial Planning LLP’s Registration Number is OC367708 and place of registration is England. The Company Registered Office is Admirals Offices, Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ.
Ablestoke Financial Planning LLP is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718. The term partner is used to refer to a member of Ablestoke Financial Planning LLP.
There are other providers of Short-Term Income Protection and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Your home may be repossessed if you do not keep up repayments on your mortgage.