Client Area

Ablestoke

Based in the City of London, Ablestoke Financial Planning is a team of likeminded people determined to create an opportunity for itself and its clients. With young, bright and highly qualified advisers, Ablestoke can deliver the best in financial planning services for all clients.
 
The aim is to find out your current situation, your plans for tomorrow and help you to achieve these as effectively as possible. This means building a relationship with you, finding out exactly how you want your life to unfold and then helping you to choose the right plans to achieve your goals.
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Our Advisers

Lee WellsDipFA
Managing Partner
X

Lee grew up in Bexley and after attending Bexley Grammar School he went on to read Economic History & Politics at Keele University. Upon leaving education, he trained as a Commercial Insurance underwriter before becoming a financial advisor in 1996. Over the last 20 years Lee has gained experience as an advisor, a manager, and has also served as Sales & Marketing Director to several companies. Lee now directs the service strategy, advice quality, and workflows of the Ablestoke team. Away from the office Lee is married to Sarah and has a young son Edward “Teddy”. Lee’s passions are travel, Liverpool football club, martial arts and he is also a keen chef.

+44 (0)203 410 0273

Lee Wells DipFA

Managing Partner
Barnaby BalkwillChartered ALFBF, Adv DipFA, AwPETR
Financial Planner
X

Barney grew up in the south west of London and joined the industry in 2006, a year after completing a degree in Politics at Nottingham University. 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.

+44 (0)203 410 0269

Barnaby Balkwill Chartered ALFBF, Adv DipFA, AwPETR

Financial Planner
Edmund ShardlowDipPFS
Financial Planner
X

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 Planning 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.

+44 (0)203 410 0275

Edmund Shardlow DipPFS

Financial Planner
Priyesh PatelChartered ALFBF, Adv DipFA, CeLTCI
Financial Planner
X

Following his Business & Financial Services degree from Nottingham Trent University and a brief stint at Marsh Insurance, Priyesh joined the industry in 2006 and has gone on to attain his Diploma for Financial Advisers. He 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 in his spare time participates in helping his community. He has served as President of Sojitra Samaj UK and Chairman of Chha Gaam and through these organisations has done a lot of work to help the Patel Samaj a community he is proud to be apart of and represent.

+44 (0)203 410 0278

Priyesh Patel Chartered ALFBF, Adv DipFA, CeLTCI

Financial Planner
Matthew Smith
Senior Protection Adviser
X

Growing up in Kenton, north west London, Matt went on to attend Kingston University & London Southbank University, gaining a degree in Sports Science. Matt was a previously Business Development Manager at one of the three largest tax refund companies in Europe, UK Tax Free Refund LIMITED and whilst one of their top sales managers in the Pan-European group, and has nurtured relationships with Manchester City, Liverpool as well as Nokia in London. Matt continues to play football and cricket, having represented QPR and Middlesex as a youth before injury forced him to hang up his boots. He now spends much of his spare time passing on his footballing prowess to his son who harbours aspiration to follow in his father’s footsteps. He is also a keen cook, loving cooking all types of cuisine and enjoys regularly sampling his next potential dish whilst dining out.

+44 (0)203 410 0277

Matthew Smith

Senior Protection Adviser
Andrea LiuDipPFS Certs CII
Financial Planner
X

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 and Personal & Pension Investments. 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.

+44 (0)203 410 0276

Andrea Liu DipPFS Certs CII

Financial Planner
Ciaran RuttledgeMLIBF DipFA
Financial Planner
X

Ciaran has worked in the Financial Services ever since leaving University in Manchester. He spent 9 years consulting in the Financial Services industry working for two of the Big 4 firms, Brewin Dolphin, NOW: Pensions and Quilter Cheviot the Investment Management arm of Quilter. After spending 4 years consulting in Wealth Management he decided to follow his passion in helping people with their Financial Planning by joining Ablestoke. Ciaran has a keen interest in investment portfolio structures, family inheritance tax planning and ensuring families are protected. Outside of work, Ciaran loves to travel especially when it includes skiing and cycling holidays and likes to play the occasional game of Football. Funfact; Ciaran has a FA Cup Winners medal from when he represented Durham County in his youth.

+44 (0)203 410 0272

Ciaran Ruttledge MLIBF DipFA

Financial Planner

Mortgage Team

Barney WildeCeMAP DipFA
Financial Planner & Senior Mortgage Adviser
X

Barney manages the mortgage team with over 15 years in the industry. Barney enjoys playing football, bouldering, chess, running and walks with his cockapoo, Winnie. A big Crystal Palace fan, Barney also loves cooking, baking and eating out. He lives in Selsdon with his family, and owns two buy to let properties making him the perfect candidate to guide clients thinking of becoming a landlord. “
Send a whatsapp message to 07852820102

+44 (0)203 410 0262

Barney Wilde CeMAP DipFA

Financial Planner & Senior Mortgage Adviser
Calum Lawson
Mortgage Adviser
X

Calum has been in the mortgage industry for 8 years, originally starting in an admin role he now has over 6 years experience advising on mortgages and mortgage protection.

Outside of work Calum can often be found at the Tottenham Hotspur Stadium where has a season ticket. He also enjoys regularly going to the gym and has a keen eye for travel after recently visiting Central & South America. He prides himself in being a First Time Buyer specialist who offers a great experience and outcome for buyers looking at getting their first property and onto the property ladder.

+44 (0)203 410 0263

Calum Lawson

Mortgage Adviser
Daniel Brown
Mortgage Administrator
X

Dan has been in the mortgage industry for over 6 years; starting in grassroots customer services and enjoys the detail, planning, troubleshooting and communication involved. Hailing from the West Midlands Dan studied at Coventry University, where he gained his degree in Culture, Media, and Communications. In and outside of work Daniel is very much a people person and loves new experiences. Dan is a big fan of music and summer festivals. Dan prides himself on a job well done and will always see whatsoever he is doing through to the end.

+44 (0)20 3410 0264

Daniel Brown

Mortgage Administrator

Support Team

Neil Mutton
Partner and Business Principal
X

With close to 40 years of varied life and business experience, Neil has built up a unique blend of skills in diverse roles ranging from global project delivery to making sure the business has enough stamps. From a Cornish farm to cruise ships, pharmaceuticals and now 15+ years in financial services, Neil’s organisational abilities have always been a key strength. Neil also enjoys hitting a white ball around a field and was fortunate to be Wentworth Club captain in 2008.

+44 (0)203 410 0282

Neil Mutton

Partner and Business Principal
Amanda Paget
Client Care Manager
X

Amanda grew up in Camden and studied Business Management at Kingsway College. She then joined the financial services industry in 2001 as a client administrator and has since worked in operations for several financial advice firms prior to becoming a founding member of the Ablestoke team in 2009. Over the past few years Amanda has progressed from client administrator to Client Services Manager and is the most senior member of our client servicing team. She has also gained an NVQ in Business Management Level 3 and an Advance Level NVQ in customer service. Away from the office she enjoys traveling, with friends, family and her beloved cat Smudge.

+44 (0)203 410 0280

Amanda Paget

Client Care Manager
Stuart Steele
Paraplanner
X

Stuart lives in Kent and is married with four grown up children and two dogs. From full time education and time in the retail sector, Stuart has now been in Financial Services for over 25 years and has experience across the board, from sales roles through to being an IFA in his own right. More recently Stuart has focussed on paraplanning and practice management, including creating an online business for Remote Paraplanning Services. Following the acquisition of a retiring IFA’s practice in 2021, Stuart has joined the Ablestoke Paraplanning Team and is now applying the ‘wealth of his experiences’ into all aspects of the group. Stuart spends most of his time away from the office either on the Golf course or supporting Bromley FC.

+44 (0)203 410 0261

Stuart Steele

Paraplanner
Lorna Sheehan
Client Care Senior Administrator
X

Lorna has worked at Ablestoke since leaving school at the age of 16. Twelve years later Lorna has progressed to become senior adviser support, helping advisers deliver our ongoing service to our clients. Lorna has always been highly numerate from passing her maths GCSE two years early and going on to study statistics, she also supports our finance team. Whilst being at Ablestoke Lorna completed various courses including level 3 NVQ in providing financial services (Administration for financial planning & mortgage intermediaries) and is now enrolled with the Quilter Financial Adviser School studying for the Financial Services Regulations & Ethics qualification. In her spare time Lorna is very sociable, enjoys spending time with family & friends, is an active member of her gym, enjoys running and is a proud Glasgow Rangers Fan.  

+44 (0)203 410 0270

Lorna Sheehan

Client Care Senior Administrator
Luke Moerman
Paraplanner
X

Following an Engineering and Industrial Design degree, Luke started his career in financial services in the crossover areas of fintech & investment banking. Luke subsequently moved into the financial advice sector, providing paraplanning services within financial planning and Investments. Outside of work Luke enjoys playing rugby , golf and also travelling.

Luke Moerman

Paraplanner
Ben Whitfield
Client Account Executive
X

Fresh out of university, Ben is taking the first steps in a Financial Services career.
Ben completed a BSc Econ in International Relations and Politics at Cardiff University and received a Distinction in his follow on MSc in International Relations at the University of Bristol.


Having decided on a career as a Financial Adviser, Ben is now working towards his Diploma in Financial Planning and hopes one day to become a Chartered Adviser and a Fellow of the PFS.


Ben was born in Oxford and recently moved to London. Outside of work he likes to indulge his keen interest in history and watch collecting.

+44 (0)20 3410 0266

Ben Whitfield

Client Account Executive
Arina Skokova
Paraplanner
X

Arina grew up in Latvia, Riga and came to London in 2006. She Graduated (BSc) Business Economics from University of Westminster, after graduation she travelled for a year around the world. Arina joined the financial industry in 2012 and she is currently studying towards her Diploma in Paraplanning. Back in Latvia she played semi-professional tennis and has visited 30 countries, she's keen to explore South America, a big fan of rock and Gordon Ramsay. She also has a 4 year old daughter.

+44 (0)203 410 0267

Arina Skokova

Paraplanner
Surinder Kalsi
Client Account Manager / Adviser Support
X

Surinder was born in Mau Summit, Kenya, and grew up in Nairobi before moving to England in 1975. She worked in insurance administration for 27 years as a Team Leader before joining the financial industry in 2015. Surinder is now part of our Client Care Team using her experience to provide service to clients and support our advisers. Away from the office, when not spending time with the family dog, she likes to participate in 5k,10k or half marathons with her husband, raising funds for various charities. She has a lot of crafts skills and loves to create and design handmade textile pieces to a point where she even embroidered not only her own but her daughter’s wedding outfit too, and during the Covid Lockdown, she kept herself busy in her spare time by making custom designed face masks to keep safe. Surinder is also an amazing cook, just ask her lucky colleagues!

+44 (0)20 3970 5380

Surinder Kalsi

Client Account Manager / Adviser Support
Emily Steele
Admin Assistant
X

After graduating with a first-class degree in Criminology, Emily joined Ablestoke and provides support to advisers in their delivery of client services.

Away from the office, Emily enjoys socialising with friends and supporting Bromley FC with her dad, in her spare time.

Emily Steele

Admin Assistant

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Ablestoke is a trading style of Ablestoke Financial Planning LLP, an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Registered Address

Admirals Offices Main Gate Road,

The Historic Dockyard,

Chatham, Kent,

ME4 4TZ
Registered in England and Wales
Disclaimer: Some employee benefits & auto enrolment are not regulated by the Financial Conduct Authority’
Registered in England and Wales. Registered number: OC367708
Disclaimers: 
Some employee benefits, cash on deposit advice, auto enrolment, tax planning, inheritance tax planning, will writing, powers of attorney, trusts & estate planning are not regulated by the Financial Conduct Authority Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK