Client Area

What were the circumstances that caused you to initially look for an adviser?

Because I inherited some money and had a pension fund.

How has Barnaby Balkwill helped you?

He has helped me to invest in ethical funds as well as move them this year.

Have you seen the outcome you were hoping for?

Yes, considering the markets have been up and down.

What could they have done better?

I don't think there is anything. Barnaby is always willing to explain etc.

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