Ablestoke is a growing financial management consultancy. We empower our clients by educating and inspiring them in all aspects of financial planning, wealth management, and provide them with experts in legal and accountancy matters. Ablestoke's business model has addressed the need for a total financial solution requiring the need for many financial experts; retirement, mortgages, protection/insurance planning, investment management, company benefits and so on. This service being coordinated by myself, a thorough, diligent, trust worthy partner in the process.
We will:
• provide you with clear information about the products and services we offer, including fees and charges
• ascertain your individual needs, preferences and circumstances before making recommendations
• only recommend products and services that we consider suitable for you and that you can afford - and always the most suitable from the available options
• encourage you to ask if there's something you don't understand
• give you access to a formal complaints procedure should you become unhappy with our service
• protecting the interest of the client at each stage of the relationship
• meeting the needs of the individual as best we can by offering an efficient and professional service
• constant reviews of the way we do business in order to identify areas for improvement
Ablestoke Consulting is a trading style of Ablestoke Limited which is an appointed representative of Intrinsic Financial Planning Limited & Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Financial & Mortgage
Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 440703 and 440718