I have worked alongside Matt for over 5 years and could not recommend his services enough. Matt is approachable, professional and a great asset to Ablestoke. His friendly and direct approach ensures customers feel confident in his knowledge and his advice. Nothing is ever too much for Matthew and he bends over backwards for clients, as I have not only seen with other clients of his but have personally experienced myself when I was in the process of trying to get a mortgage. Ablestoke as a whole have been a fantastic client to have in our Euston Tower Business Centre and I would strongly recommend their services.
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.
I am extremely happy with the advice and guidance given by Farryl Rabinowitz. Not only did he see my mortgage to Completion, he kept me up-to-date every step of the way, explaining in very fine detail all the various stages of the mortgage application process. He educated me right from Initiation to Completion. Over the last few years, mortgage lenders have stipulated more and more rules and regulations, to which applicants must adhere. Before coming to Farryl, lenders said "no" on a mortgage for my property. Farryl was able to negotiate with one particular lender who then offered me a customized mortgage product. In the current marketplace, sellers are looking for a buyer who will Complete within a few weeks. Having a senior mortgage specialist like Farryl is what you need - he can drive your mortgage to Completion in a timely way. My relative is now applying for a mortgage through Farryl, after I recommended she use his services for her first property purchase.
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.
I became a client of Ablestoke at a very young age and they have steered in the right direction enabling me to acquire properties and other investment that without them I would never have been able to be a part of. They came highly recommended and even back then, having been with others before I knew that Ablestoke were the ones for me. My experiences as a client have been very good ones, not only have I been given great advice but have been directed out of problems caused by other parties that have put my finances in real danger. And at all times I really felt like the people at Ablestoke not only cared about my finances but cared about me. I’m very happy with the service that Ablestoke provide. I think they are leaders in what they do and customer care and I would recommend them to anyone.
This is a sincere thank you letter and a personal testimonial to thank you and your team for the recent procurement for me of the mortgage on the pan peninsula property in Canary Wharf. It was obviously a very difficult task and I commend you for the professional approach and guidance that you and your finance team provided me and my family to find a positive outcome to this extremely difficult task bearing in mind the current financial and lending conditions in the UK Your guidance and assistance in sorting out my other personal financial issues, such as pensions and life insurance is also much appreciated.
I want to express my sincere appreciation for the work that Farryl and Ian have done for me lately regarding my latest property acquisition. I did my best to make the process as difficult and convoluted for them as I could and they still managed to deliver excellent results promptly on a number of products. I’m looking to make a second acquisition in the near future and so will be picking up the phone to them again shortly.
Ablestoke have provided me with extremely professional yet friendly advice regarding my financial planning. They have taken into account my occupation and personal needs whilst at the same time educated me on complex areas. I would highly recommend them to any sports person or indeed anyone for that matter.
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.
I have a renewed appreciation of the need for an overall financial plan, and have now put in place measures for the future that otherwise would have gone undone, thanks to explanation and action from Barnaby. In addition, the ability to review and request information on a regular basis is going to ensure that at all times my financial portfolio is up to date - and Barnaby's calls to ensure I am aware of any changes or requirements are a valuable part of this.
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.
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.
I feel that Owen understands that for many people facing up to financial realities is something to put-off if possible and I was really impressed at he how handled this during our consultations.I found Owen to be to be very helpful, thorough and incredibly enthusiastic. He is very passionate about improving a situation for his clients if he can and will take into account all financial considerations and investments. I would thoroughly recommend discussing any financial matters or queries with Owen as soon as possible, even if you have previously been advised elsewhere because, as I found out to my delight, things do change in the financial world and it pays to get an update from someone who knows what they’re doing and cares about the outcome.
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.
I Just wanted to say thanks for your help with my finances. Although I was cautious at first as there are so many financial companies out there who do not want to help me, only themselves, however after listening to you and your advice, it became clear that you and your company are individual in the field and are looking to help me. The advice you have given me has been very good, not only am I now debt free due to your careful planning, but I am also saving far more than I ever have before. Thanks for your assistance and keep up the good work.
The thought of managing my money carefully each month has always proved tough for me, but since dealing with Ablestoke I feel like a huge weight has been lifted off my shoulders. My consultant has been very patient, professional and explained everything so that they are easy to digest. I can now focus fully on my athletics for the 2012 Olympics knowing that my money is moving positively forward. I can happily recommend Ablestoke as they have that personal touch to make sure that clients are really being looked after. Thank you very much for all your help.
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.
Barnaby is a great financial advisor who is able to tailor a portfolio of products to your personal situation. I am very satisfied with the service he has provided to me and other colleagues as part of our much-valued partnership with Ablestoke.
See more client experiences at PreferredAdviser.com
and more at VouchedFor.co.uk