Financial Planners

Meet the team

 Barnaby Balkwill Dip FA ~ Financial Planner

Barney grew up in South West of London and joined the industry in 2006, a year after completing a degree in Politics at NottinghamUniversity.

Barney now lives in East London and has a keen interest in electronic music, as a DJ and also the organiser of club nights over the last 10 years.  He has a great love of food and wine; enjoying cooking at home and eating out at as many good restaurants as possible.

Barnaby specialises in providing holistic financial advice to individuals, small to medium sized businesses and charities.

Meet Barnaby

0203 463 8815

Owen Cook Dip PFS ~ Independent Financial Adviser

Owen graduated from the University of Nottingham after studying Biochemistry & Genetics. He then worked at Arthur Andersen in Corporate Re-structuring, before joining the financial services industry in 2002.

Owen heads our Wealth Management team, holds specialist qualifications for pension transfers, provides investment and retirement planning advice for private clients and professionals, and also manages our relationships with Accountants.

He has an avid interest in the property markets reflected within his international portfolio, is a keen mountain biker, horse rider and is an extreme sports enthusiast.

Owen is in the top 200 rated IFA’s in the UK on www.vouchedfor.com, the national website where customers themselves rate financial advisers according to their performance.

Reviews and Ratings for Financial adviser Owen Cook, London

0203 463 8814

Simran Gill Dip FA ~ Financial Planner

Simran studied Business and Insurance at London Metropolitan University. During a placement year at university she worked for an IFA in St John’sWood and the experience led her to pursue a career in financial services.

Simran joined Ablestoke in 2008, and now holds the diploma in Financial Advice.

Despite being an Arsenal supporter,  Simran loves watching sports and is extremely competitive when playing. She enjoys travelling, swimming and photography and works with a charity organisation called London Acton Lions Club helping to organise events to raise money for many different causes.

Simran specialises in providing holistic financial advice to private clients, particularly employees of large organisations.

0203 463 8817

 Andrea Liu Dip PFS ~ Financial Planner

Originally from Hong Kong, Andrea has been in the UK financial services industry for 15 years, both as an advisor for a large American insurance company, and for the last 6 years as a Financial Planner, during which time she has successfully completed the full Advanced Financial Planning Certificate. Andrea also holds specialist qualifications in Taxation & Trusts, Personal & Pension Investments and Long Term Care.

Andrea specialises in providing inheritance tax planning and investment solutions for clients.

Andrea is an accomplished musician, piano and voice. She sings at the Lisson Grove Choir, is a keen photographer and a donating member of the Terrence Higgins Trust.
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0203 463 8834

 

 Anthony O’Toole Dip FA ~ Financial Planner & Team Manager

Anthony is from London and has a degree in Business Studies from Southampton University.

After initially working in accountancy, he joined us in 2002 and has gone on to become both a successful financial advisor and team manager.

Anthony specialises in providing holistic financial planning advice, particularly for high net worth clients.

Whilst his primary passion is spending time with his young son, his social interests include golf, running, cooking, travelling and since joining the company he has developed a passion for skiing.

0203 463 8822

Priyesh Patel Dip FA ~ Financial Planner & Team Manager

Following his Business & Financial Services degree from Nottingham Trent University and a brief stint at Marsh Insurance, Priyesh joined Ablestoke in 2006 and has gone on to attain his diploma in Financial Advice.

Priyesh is a valued member of the team, and specialises in providing holistic financial planning solutions to his large private client base.

Priyesh follows sport passionately especially cricket and football and also enjoys mountain climbing.

0203 463 8827

Ed Shardlow Dip PFS ~ Financial Planner & Team Manager

Ed comes from Chichester, and studied Psychology at the University of Warwick and now lives in Surrey with his wife Carolyn and son Alexander.

After finishing his degree he taught English in Japan for a year before returning to work in local government and financial services administration in London.

Ed holds the Diploma in Financial Advice and is studying towards the Advanced Diploma, and heads up our relationships with legal practices.

In his spare time Ed is an amateur songwriter, musician and photographer, a dedicated Arsenal fan and is treasurer of the Guildford Ultimate Frisbee team.

0203 463 8818

Hamil Mason Dip FA ~ Financial Planner & Team Manager

Originally from Hammersmith, Hamil attained a degree in Business & Finance,after which he worked in Local government, before joining the team in 2007.

Hamil has attained the Diploma in Financial Advice, and provides holistic Financial Planning solutions for his clients, particularly to athletes and people in the entertainment industry.

Although Hamil follows Manchester United, he has a passion for all sports, and practices Muay Thai boxing.

0203 463 8832

 

Jaips Rekhi Dip PFS ~ Financial Planner

Jaips graduated from Durham University having read Chinese and Japanese, before embarking on a city career working at several investment Banks including JP Morgan, UBS and ING Barings, sales-trading Asian equities and derivatives to an institutional client base.

In early 2014 Jaips decided that he wanted to move away from the focus on delivering corporate profits, and instead use what he had learned whilst trading to help people retain more of their income, and grow their own personal assets, by providing high quality financial planning advice.

Jaips is married with 2 children and lives in Balham.

0203 463 8835

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