Lee Wells Dip FA
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.
Neil has over 20 years of Global Corporate experience to draw upon: in Pharmaceutical Sales & Marketing, Strategic Development, Licensing & Acquisitions, IT, HR and Global Project Management. His experiences took him from Lilly Industries to Pfizer and GlaxoSmithKline before joining the Financial Services industry. In addition to this he has had the experience of managing within the social and sporting sphere: he was Captain of Wentworth Golf Club in 2008.
The Financial Planners
Barnaby Balkwill Dip FA
Barney grew up in South West of London and joined the industry in 2006, a year after completing a degree in Politics at NottinghamUniversity. 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.
Owen Cook Dip PFS
Independent Financial Adviser
Owen graduated from the University of Nottingham after studying Biochemistry & Genetics. He then worked at Arthur Andersen in Corporate Re-structuring, before joining the financial services industry in 2002. Owen heads our Wealth Management team, holds specialist qualifications for pension transfers, provides investment and retirement planning advice for private clients and professionals, and also manages our relationships with Accountants. He has an avid interest in the property markets reflected within his international portfolio, is a keen mountain biker, horse rider and is an extreme sports enthusiast. Owen is in the top 200 rated IFA’s in the UK on www.vouchedfor.com, the national website where customers themselves rate financial advisers according to their performance.
Anthony O’Toole Dip FA and Team Manager
Anthony is from London and has a degree in Business Studies from Southampton University. After initially working in accountancy, he joined us in 2002 and has gone on to become both a successful financial advisor and team manager. Anthony specialises in providing holistic financial planning advice, particularly for high net worth clients. Whilst his primary passion is spending time with his young son, his social interests include golf, running, cooking, travelling and since joining the company he has developed a passion for skiing.
Simran Gill Dip FA
Simran studied Business and Insurance at London Metropolitan University. During a placement year at university she worked for an IFA in St John’sWood and the experience led her to pursue a career in financial services. Simran joined Ablestoke in 2008, and now holds the diploma in Financial Advice. Despite being an Arsenal supporter, Simran loves watching sports and is extremely competitive when playing. She enjoys travelling, swimming and photography and works with a charity organisation called London Acton Lions Club helping to organise events to raise money for many different causes. Simran specialises in providing holistic financial advice to private clients, particularly employees of large organisations.
Priyesh Patel Dip FA
Following his Business & Financial Services degree from Nottingham Trent University and a brief stint at Marsh Insurance, Priyesh joined Ablestoke in 2006 and has gone on to attain his diploma in Financial Advice. Priyesh 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 also enjoys mountain climbing.
Andrea Liu Dip PFS
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, Personal & Pension Investments and Long Term Care. 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.
Ed Shardlow Dip PFS
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 Advice 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.
Hamil Mason Dip FA & Team Manager
Originally from Hammersmith, Hamil attained a degree in Business & Finance,after which he worked in Local government, before joining the team in 2007. Hamil has attained the Diploma in Financial Advice, and provides holistic Financial Planning solutions for his clients, particularly to athletes and people in the entertainment industry. Although Hamil follows Manchester United, he has a passion for all sports, and practices Muay Thai boxing.
Jaips Rekhi Dip PFS
Jaips graduated from Durham University having read Chinese and Japanese, before embarking on a city career working at several investment Banks including JP Morgan, UBS and ING Barings, sales-trading Asian equities and derivatives to an institutional client base. In early 2014 Jaips decided that he wanted to move away from the focus on delivering corporate profits, and instead use what he had learned whilst trading to help people retain more of their income, and grow their own personal assets, by providing high quality financial planning advice. Jaips is married with 2 children and lives in Balham.
The Mortgage Planners
Mortgage Quality Manager
Sarah grew up in a village in Warwickshire before joing the Mortgage industry in 1992. During more than 20 years in the Mortgage industry, Sarah has worked with some of the UK’s leading lenders, such as Bradford & Bingley and Cheltenham & Gloucester, gaining experience in every part of the mortgage process from applications, to arrears, underwriting and mortgage advice. Sarah joined the team in 2004 as a mortgage adviser and is now our Mortgage Quality Manager. On top of her experience, Sarah holds specialist qualifications in Mortgage advice and Equity Release advice. Sarah’s job is to work with both our clients and advisers, and also the lender, estate agents and solicitors to ensure that not only has the most suitable mortgage advice been given, but also that the mortgage is processed and completed as efficiently as possible. Outside work Sarah is married to our Managing Partner, is a devoted mother to her son Edward and, when she finds time, practises yoga, loves riding horses.
Mortgage Planner & Financial Planner
Graeme is originally from Reading. After studying at Keele University where he obtained a BA in Philosophy and Politics, he worked in the property sector before joining Ablestoke in 2010. He is a qualified mortgage planner and a level 4 Diploma qualified Financial Advisor. Graeme is married to Maria, is a keen trials rider, plays polo, enjoys various extreme sports and martial arts, and has recently developed a strong taste for windboarding.
Barney has over 10 years experience in the industry.
Barney enjoys playing football, squash and running having completed a few half marathons for charity. A big Crystal Palace fan Barney also loves cooking, baking and eating out. He lives in Norbury and recently bought his first buy-to-let property making him the perfect candidate to guide clients thinking of becoming a landlord.
Royston is one of the founding members of Ablestoke. Originally from Bexley in South East London, he studied I.T. at college before working for Microsoft for two years. He went on to run a successful I.T. business before joining the Financial Services industry in 1999. Over the last 17 years Royston has become both an experienced advisor, specialising in personal, family and business protection, as well as managing a successful team. Royston is a keen golfer, snowboarder and a lifelong Crystal Palace fan.
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 previously Business Development Manager at one of the 3 Largest tax refund companies in Europe, UK Tax Free Refund Limited and whilst one of their top sales managers in the Pan-European group, Matt 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. Matt is also a keen cook, loving cooking all types of cuisine and enjoys regularly sampling his next potential dish whilst dining out.
Dayna joined Ablestoke in 2014 as an economics graduate who grew up in Dulwich. After graduating Dayna worked in the shares plans & US taxation divisions of Capita Plc, before deciding that she wanted a role which gave her more interaction with clients and enabled her to give something back, which led her to join Ablestoke. Dayna is currently studying for her diploma in financial planning and has been promoted to the role of consultant.
Mortgage Planner & Financial Planner
Dharmesh is originally from London. Following his Accounting & Finance degree at London Metropolitan University and after working for top banks, Dharmesh decided to join Ablestoke in mid 2015.
He holds Investment Management Certificate, Certificate in Mortgage Advice and Practice, Certificate in Regulated Equity Release and is currently studying towards his Diploma in Financial Advice.
Outside of work, Dharmesh is a dedicated Manchester United fan, a movie buff, loves reading and believes he will be the next Masterchef.
After having worked in retail for several months, Chris made the decision to join the financial services industry, his motivation being his passion to help improve the financial circumstances of those around him and give people the financial education they never had at school, as well as his keen interest in the subjects of economics and money. In his free time, Chris enjoys running, going out with friends, and is also an avid reader. Other interests also include networking and watching documentaries.
Ravi was born in Surrey and raised in East London. He attended Queen Mary University studying Business Information systems. He joined Ablestoke in May 2015 as an Apprentice, he is now working towards becoming a financial planner. Ravi has a huge passion for all sports and follows football, specifically Chelsea religiously. He also plays weekly and takes part in many 7a-side tournaments.
Ablestoke Financial Planning LLP’s Registration Number is OC367708 and place of registration is England. The Company Registered Office is Admirals Offices, Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ.
Ablestoke Financial Planning LLP is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718. The term partner is used to refer to a member of Ablestoke Financial Planning LLP.
There are other providers of Short-Term Income Protection and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Your home may be repossessed if you do not keep up repayments on your mortgage.