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We're still here for you Available for phone, email and video meetings. Read More Here for you in uncertain times In these uncertain times it’s vital that you financially protect you and your family. Read More Corona Virus: Useful Links Some useful links to help in these uncertain times. Find Out More FREE membership for all key workers This includes a 30% discount on any advice fees, contact us for more info. Contact us

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Ablestoke Financial Planning LLP profile

We help with..

Wealth Creation

Savings
ISAs
Investments
Pensions
School Fee Planning

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Wealth Protection

Individual Protection
Family Protection
Mortgage Protection
Life Insurance
Income Protection
Critical Illness Cover
Buildings & Contents
Redundancy Cover
Private Medical Insurance

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Property Wealth

Borrowing to Buy
Remortgaging
Borrowing to Invest
Mortgage Protection
Exclusive Rates
Landlords
Estate Agents

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Wealth Management

Investments for Growth
Investments for Income
Portfolio Review
Fund Performance Review
Investment Strategy Planning
Tax Efficiency

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Business Wealth

Sole Traders
SMEs
Large Employers
Employee Benefits & Rewards
Employee Engagement & Education
Protection of Business Assets
Group Pensions
Private Medical Schemes

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Wealth Preservation

Inheritance Tax planning
Asset Protection
Will Writing
Lasting Power of Attorney
Trust Creation

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Our adviser is always there

No matter what it is that we need, whether it's a quick question or something needs to be changed or we need to look at a new policy.

Christian Halstead, London
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98% of protection insurance claims presented in 2017 were paid out upon claiming2. BOOK YOUR REVIEW UK insures pay out £9.9m every day for protection policies. BOOK YOUR REVIEW £89.35 statutory sick pay is only £89.35 per week for a period of up to 28 weeks. BOOK YOUR REVIEW £68,000 the average value of critical illness claims paid in 2016 was £68,000. BOOK YOUR REVIEW 40% Inheritance Tax (IHT) is applied on assets worth over £325,000 BOOK YOUR REVIEW 8.9 of every 1,000 opposite-sex marriages end in divorce BOOK YOUR REVIEW £33,904 is the annual cost of residential care in the UK, this can rise for more complex needs BOOK YOUR REVIEW £63,224 is the average cost of raising a child between 1 and 4 (discounting private education) BOOK YOUR REVIEW £40,000 Those who receive financial advice accrue an average of £40,000 more than their counterparts BOOK YOUR REVIEW £231,843 According to research, raising a child costs an average of £231,843 BOOK YOUR REVIEW £6,000 2017 studies show that retirement income is more than £6,000 per year higher for those who plan ahead with an adviser BOOK YOUR REVIEW 137m working days were lost due to sickness or injury in the UK during 2016 BOOK YOUR REVIEW 50% of UK citizens born after 1960 will be diagnosed with a form of cancer at some point in their lifetime according to Cancer Research UK BOOK YOUR REVIEW

Financial Stages

20
Student Loans
25
Higher Salary & Lifestyle Priorities
30
School Fees & House Deposit
35
Promotion & Bigger House
40
Inheritance & Marriage / Children
50
Support Children
60
Phased Retirement
65
Fully Retire
70
Smaller House
75
Lower Cash Needs
80
Long Term Care
85
Bequests

Quality Advice

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Ablestoke Financial Planning LLP’s Registration Number is OC367708 and place of registration is England and Wales. 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 Quilter Financial Services LIMITED and Quilter Mortgage Planning LIMITED, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services LIMITED and Quilter 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.

 

IHT Planning is not regulated by the Financial Conduct Authority.
Trusts are not regulated by the Financial Conduct Authority.