Our goal is to look at how advice is being delivered, how advisers are motivated and rewarded, improve on the things that are right and change the things that are wrong. Essentially to develop a new financial planning opportunity for tomorrow’s financial planners
We are supported by the UK’s largest and most successful financial network; Intrinsic Financial Services, and have built a string of strategic relationships with companies ranging from leading Forex advisories such as Moneycorp, HR advisers such as Q&A people matter, leading Accountancy firms such as Chantrey Vellacott DFK and leading law firms such as Mackrell Turner Garrett & DMH Stallard. We are also approved advisers to associations such as the British Athletes Comission, and charities such as Age UK & City Gateway
We have been operating a transparent financial planning service ever since the day we began, offering our clients clarity on what they are paying for so that they can see the value for money they receive
We charge in 3 clear ways:
- Financial Planning Coaching ~ Clients who wish to receive financial planning advice and coaching, highlighting areas of need or improvement, retain our services through our “Service Plans”. This provides regular coaching sessions to identify goals and objectives, and create a plan of action to achieve them. This service is paid for on either a monthly or annual basis.
- Research & Implementation ~ Once specific areas of advice are identified, our experts will then research the most appropriate solution, and once this had been sourced, and once you agree that this solution meets your needs and are comfortable to proceed, we will then implement the product or service on your behalf. These fees are one off and are paid typically as an amount of the funds being invested (ranging from 3.5% to 0.75% for lump sums), and can either be paid direct or from your funds.
- Ongoing advice and maintenance ~ Even though we will recommend the most appropriate product, service or fund for your needs, things change. New products or services are launched, markets move, and laws change, meaning that regular reviews of your products, services or fund choices are necessary to ensure they remain the most appropriate, are performing as they should and remain value for money. This fee is paid annually as a percentage of your investment funds (typically between 0.75% and 1%), and can either be paid direct or from your funds.
Providing financial planning advice is one of the most important roles you can have. It has a direct impact on the quality of the lives of our clients and the people they love. At Ablestoke we provide high quality training and continued professional development for our financial advisers and fund all exams (although it shouldn’t, this makes us unusual!)