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The Value That We Add

When deciding the fees we charge for advice we want to be sure you receive value for money and that the solutions we recommend are likely to deliver your objectives.

We want you to feel empowered to shape your meeting purely on your personal priorities.

Besides providing leading-edge investment and insurance solutions, our clients tell us that we add value to them at a planning meeting by:
  • Using their existing provisions first before considering starting a new plan
  • Checking how any personal changes in income or capital wealth may impact their current provisions or tax situation
  • Explaining in simple terms how the UK Government Budget announcements impact them by way of welfare or income, capital or inheritance tax changes
  • Reminding them so that they don’t miss out on valuable allowances (such as ISAs), that once they are gone, are gone forever
  • Making sure they do not miss out on getting money back that might be owed, such as tax relief on pension and retirement planning
  • Rebalancing their assets so they’re always comfortable with the risk they take when investing, while ensuring they don’t miss out on potentially better returns
  • Ensuring they do not miss out on getting a better return than they should for the level of risk they take
  • Reassuring them they are not taking unnecessary risk with their investments
  • Placing their assets in the right name, ownership and tax shelter, so that they legally and ethically ensure they don’t pay too much tax when they want to spend them or pass them on.

Delivering real value for money

Ablestoke uses its buying power to drive down the costs of its chosen providers.This means you get value for money. Ablestoke also negotiates exclusive products and features that you will not find anywhere else.

We understand each of our clients is an individual and no two ongoing planning meetings are ever the same.

We want you to feel empowered to shape your meeting purely on your personal priorities.

If anything arises that we feel you could benefit from we will raise it with you.

An example meeting framework may look like this:
  • What topics would you like to focus on today?
  • An update of your personal circumstances and a review of your goals and objectives
  • Reassessment of your attitude to investment risk and return, and market sectors (asset allocation)
  • A review of your investment holdings and performance
  • Valuations and investment commentary
  • Where appropriate, we will make recommendations to keep you and your plans on track with your objectives
  • Our personal check of how any changes to legislation or taxation may impact you.
Our Ongoing Services Download

The value of investments can fall as well as rise, you may get back less than you invested.

Tax treatment varies according to individual circumstance and is subject to change.

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