Ablestoke Wealth Management

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.

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.

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.