Ablestoke Wealth Management

Independent Financial Adviser  Floors 32-34, London, Greater london, NW1 3DP
First meeting at adviser's own cost
OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS Independent advice for investments, mortgages, insurance, retirement, Auto-Enrolment and beyond. enAbleing your life is our goal.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Owen Cook Chartered ALIBF, Adv DipFA, AwPETR
Chartered IFA

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

Associate members are experienced alumni members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post-qualification Continuing Professional Development.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Lee Wells
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Three months ago I did something I’d been putting off for years: I went to a financial advisor to sort out my retirement. I am very pleased that I did, and I am delighted that I chose Owen Cook at Ablestoke as my advisor. The reason I’d never seen a financial advisor before is that I was, frankly, embarrassed that I’d put off my retirement planning for so long. I feared being reprimanded and being told what I already knew – that I’d have been a lot better off if I’d have started saving twenty years ago. I was also worried that I was beyond help; I didn’t imagine I could make any real difference with what I might manage to set aside at the end of each month. Plus I was anxious that I might have to pay a lump sum up front to cover the cost of the advice, and I certainly didn’t have any spare cash lying around. To my relief, all of my fears were unfounded. Owen put me completely at my ease and was very respectful of my situation. He made no reference to my late adoption of financial planning; he instead concentrated on my current situation, where I wanted to be, and how I was going to get there. Using plain language, and with the help of lots of drawings to make things absolutely clear, he explained the theory behind every aspect of his advice. After two in-depth sessions we had come up with a plan which we will review annually to make sure everything is on track. There was no nasty lump sum to pay – any costs are included in the monthly direct debit so are virtually unnoticeable. I left Owen’s office with a spring in my step – I felt as if the giant burden of uncertainty I’d lived with for so long had been lifted. I do not feel poorer each month for the money that I put into the plan; it has in fact given me a new sense of direction and real peace of mind. I would urge anyone who hasn’t made provision for their retirement to stop putting it off – just pick up the phone and give Owen a call. You will be glad you did.
Angie Boothroyd, London
feel that Owen understands that for many people facing up to financial realities is something to put-off if possible and I was really impressed at he how handled this during our consultations.I found Owen to be to be very helpful, thorough and incredibly enthusiastic. He is very passionate about improving a situation for his clients if he can and will take into account all financial considerations and investments. I would thoroughly recommend discussing any financial matters or queries with Owen as soon as possible, even if you have previously been advised elsewhere because, as I found out to my delight, things do change in the financial world and it pays to get an update from someone who knows what they’re doing and cares about the outcome.
Michelle Cook, London
I became a client of Ablestoke at a very young age and they have steered in the right direction enabling me to acquire properties and other investment that without them I would never have been able to be a part of. They came highly recommended and even back then, having been with others before I knew that Ablestoke were the ones for me. My experiences as a client have been very good ones, not only have I been given great advice but have been directed out of problems caused by other parties that have put my finances in real danger. And at all times I really felt like the people at Ablestoke not only cared about my finances but cared about me. I’m very happy with the service that Ablestoke provide. I think they are leaders in what they do and customer care and I would recommend them to anyone.
Noel Clarke, London
About us

Ablestoke Wealth Management uses the latest technology which enAbles us to deliver clear, efficient advice together with value for money. With over 17 years industry-experience, Owen is a Chartered Associate of the London Institute of Banking and Finance and has build up a successful client base offering very positive testimonials. Owen is there for you and is very approachable and can be reached directly on <phone number hidden> and will respond within 24hrs from making an enquiry. enAbleing your life is our passion. Owen also likes to contribute back and regularly talks in schools in North London and allows students to work shadow. Owen also sits on the City Wire Market Intelligence research panel, giving insight back to the investment world.

Our services

Financial planning is a journey and not a destination. We build long term relationships with our clients and make them confident throughout their lives'. Initially we confirm in concept the action plan and then highly qualified and tailored advice brings that plan to life. These are then reviewed on a regular basis to ensure continued appropriateness to your needs and the ever changing world we live in. Client communication and service are at the heart of our business, we are here to make your life better.

Where to find us
Head office address: Floors 32-34, Euston Tower, 286 Euston Road, London, London, NW1 3DP
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 30th March 2020

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