Mon - Fri 09:00-17:00 0203 410 0260

Meet The Team


Barnaby Balkwill — Chartered ALIBF, Adv DipFA, AwPETR

Financial Planner

Andrea Liu — Dip PFS Certs CII (MP & ER)

Financial Planner

Hamil Mason — Chartered ALIBF, Adv DipFA, PETR

Financial Planner

Priyesh Patel — Chartered ALIBF, Adv DipFA, CeLTCI

Financial Planner

Edmund Shardlow — Dip PFS

Financial Planner
Ciaran Ruttledge

Ciaran Ruttledge — MLIBF DipFA

Financial Planner

Royston Bannock

Senior Protection Adviser

Matthew Smith

Senior Protection Adviser


Barney Wilde — CeMAP DipFA

Senior Mortgage Adviser & Financial Adviser

Ablestoke Wealth Management

Owen Cook — Chartered ALIBF, Adv DipFA, AwPETR, CeLTCI

Independent Financial Adviser
Lawrence Bearman

Lawrence Bearman — Chartered ALIBF, Adv DipFA

Independent Financial Adviser

Ablestoke Support

Lorna Sheehan

Client Care Senior Administrator

Surinder Kalsi

Client Account Manager / Adviser Support

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 £96.35 statutory sick pay is only £96.35 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