About us
Ablestoke is a financial management consultancy based in the City of London. Our objective is to empower our clients by giving the necessary information that enables them to make better personal, lifestyle and financial choices.
Our promise to our clients is:
- Keep their finances on-track
- Give them the tools to make better choices
- Look at where they are and where they want to go
- Establish their priorities and create a plan of action
How we work
Ablestoke's unique approach to financial advice is to create a one-stop-shop for our clients. We provide a holistic service specifically designed to educate and provide direction for our clients. This enables you to make the best financial choices in order to meet your needs.
Ablestoke operates on a retainer basis. After an initial meeting and an in-depth review of your current financial position, your dedicated consultant will devise a plan of action to help you achieve your goals. The extent of activity required from us and our team of specialists (internal or external), combined with how hands on' or hands off' you want to be, will determine the level of retainer you require.
As a part of the retainer service, we will meet with you regularly to monitor your financial progress, and we proactively work behind the scenes to provide you with forward thinking solutions and new, innovative opportunities to enhance your financial position.
Treating customers fairly
At Ablestoke, we are committed to offering our customer the highest possible standards of service. In so doing we are pleased to support the Financial Services Authority initiative 'Treating Customers Fairly'. "Ablestoke will adopt the TCF principle and ensure it is embedded into the culture of the organisation and at the heart of everything we do." Rob Adams, Director
We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.
Our commitment to you
We will:
- provide you with clear information about the products and services we offer, including fees and charges
- ascertain your individual needs, preferences and circumstances before making recommendations
- only recommend products and services that we consider suitable for you and that you can afford - and always the most suitable from the available options
- encourage you to ask if there's something you don't understand
- give you access to a formal complaints procedure should you become unhappy with our service
- protecting the interest of the client at each stage of the relationship
- meeting the needs of the individual as best we can by offering an efficient and professional service
- constant reviews of the way we do business in order to identify areas for improvement
If you wish to register a complaint, please contact us:
In writing: Write to Compliance Department, Intrinsic Financial Planning Ltd, Wakefield House, Aspect Park, Pipers Way, Swindon, SN3 1SA.
By phone: Telephone 01793 647400.
- If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.
How you can help us
To help us give you the most appropriate advice, we will ask you to:
- tell us as much as possible about your income and outgoings, to enable us to properly assess how much you can afford
- let us know about changes that might affect your affordability
- let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don't understand
- tell us if you think there are ways we can improve our service
If you have any suggestions please email us at youropinion@ablestoke.com
Our clients
The majority of our clients are referred to us by existing clients and suppliers. Some have never asked for help before whilst others have been accustomed to the services of an independent financial advisor; some have only ever sought the advice of their bank whilst others are high net worth individuals looking to maximise their portfolios with sophisticated investments.
Our approach to bespoke financial planning is essential as our clients have an assortment of financial backgrounds; no one type is typical. They range from people in their vulnerable years with relatively low incomes and high protection needs to the anxious years where earning power is peaking, mortgages are nearly paid off and children are more likely to be financially independent leaving them with high disposable incomes to high net worth individuals who need guidance for setting up trusts.
Whatever their financial circumstances, our objective is to empower, inform and excite our clients by giving them the necessary facts and tools that enable them to make better personal, lifestyle and financial choices.
Our team
Like our clients, our consultants come from a myriad of backgrounds.
Throughout their career with Ablestoke, our consultants are supported by:
- Specially configured technology to help them manage client portfolios efficiently and effectively
- Research and administration staff to examine competitive opportunities matching client needs
- A group of external specialists who work with us to enable our clients to achieve their goals - they include mortgage brokers, solicitors, accountants, stockbrokers and property advisors
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Ablestoke Consulting is a trading style of Ablestoke Limited which is an appointed representative of Intrinsic Financial Planning Limited & Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Financial & Mortgage Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 440703 and 440718.