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Meet The Team

If your’e in doubt whether to consult a financial planner, please review the guide to our services

Financial Planning Team

Lee Wells — Dip FA

Managing Partner

Ablestoke Group

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.

Owen Cook — Chartered ALIBF, Adv DipFA, AwPETR

Independent Financial Adviser

Ablestoke Wealth Management Ltd

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.

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Barnaby Balkwill — Chartered ALIBF, Adv DipFA, AwPETR

Financial Planner

Ablestoke Financial Planning LLP

Barney grew up in South West of London and joined the industry in 2006, a year after completing a degree in Politics at Nottingham University. 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.

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Simran Gill — Dip FA

Financial Planner

Ablestoke Financial Planning LLP

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.

Andrea Liu — Dip PFS

Financial Planner

Ablestoke Financial Planning LLP

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.

Hamil Mason — Dip FA

Financial Planner

Ablestoke Financial Planning LLP

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.

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Anthony O’Toole — Dip FA

Financial Planner

Ablestoke Financial Planning LLP

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.

Priyesh Patel — Dip FA

Financial Planner

Ablestoke Financial Planning LLP

Following his Business & Financial Services degree from Nottingham Trent University and a brief stint at Marsh Insurance, Priyesh joined the industry 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 in his spare time participates in helping his community. He has served as President of Sojitra Samaj UK and Chairman of Chha Gaam and through these organisations has done a lot of work to help the Patel Samaj a community he is proud to be apart of and represent.

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Edmund Shardlow — Dip PFS

Financial Planner

Ablestoke Financial Planning LLP

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.

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Graeme Smallman — DipPFS Cert CII (MP) AwPETR

Financial Planner and Mortgage Adviser

Ablestoke Financial Planning LLP

Graeme grew up in Reading and went on to study Philosophy and Politics at Keele University. He then built a career in the property sector before joining Ablestoke in 2010.

Graeme heads The Mortgage Department where he manages a team of advisers as well as his own clients. He has specialist knowledge and qualifications for mortgage and full financial planning advice, for both private clients and professionals.

Graeme regularly travels to Argentina and across the country to play polo, he is also a keen traveller and sport enthusiast enjoying any chance to play in competitive sports.

Tom Schofield — DIP FA

Financial Planner

Ablestoke Financial Advisers Ltd

Tom grew up in Yorkshire and moved to Newcastle in 2010 to play professional rugby whilst studying Economics at Northumbria University. Tom was able to combine his passion for rugby and travelling by playing in Sydney and LA before returning to the UK in 2017. Later that year Tom joined the Ablestoke academy as a trainee financial adviser and has not looked back. After being enrolled into the Quilter Financial Adviser School, he has gone on to gain his qualifications in regulations & ethics, mortgage advice, investment and retirement planning.

Tom offers comprehensive financial planning advice to a wide variety of clients, with a particular speciality in advising sports people, recruitment consultants, and also entrepreneurs and business owners.

Away from the office Tom’s main passions are travelling, cooking, and still a keen sportsman, Tom regularly plays cricket, football, occasionally shows he hasn’t lost his skill with the odd shaped ball, and is an avid Leeds United supporter.

Protection Team

Royston Bannock

Protection Manager

Ablestoke Financial Planning LLP

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.

Matthew Smith

Protection Adviser

Ablestoke Financial Planning LLP

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.

Andrew Gregory

Protection Adviser

Protect-able Ltd

Andy grew up in Sittingbourne where he attended Borden Grammar School and went on to study criminology and policing at Middlesex university. After graduating Andy held various business development and managerial roles in recruitment where he ran a team at the age of 21.

Known for his diligence, reliability and maturity, Andy has progressed quickly since joining the Ablestoke team in 2017 to become a protection adviser, and, having gained one of the highest marks achieved by a student in the Quilter Financial Adviser School, is on his way to become a successful financial adviser. Away from the office Andy is enjoys travel and property development and is an avid Chelsea FC fan.

Shawis Shawis

Protection Adviser

Protect-able Ltd

Shawis is from London and has a degree in Accounting and Finance from Portsmouth University. After initially working as an engineer, he joined the industry in 2009 as a Mortgage adviser. He joined Ablestoke because he is passionate about changing people’s lives by offering comprehensive financial planning and is studying to become a chartered financial adviser.

An avid sports fan particularly following his beloved Chelsea FC, Shawis is also active in politics and is a member of the Kurdistan Democratic Party and the United Kingdom Conservative Party.

Ross Stevens

Protection Adviser

Protect-able Ltd

Ross grew up in Cambridge and graduated from The University of Nottingham with a degree in Physical Geography. After working for 9 years in sales, he joined the financial services industry in 2016 and started his career as a Financial Adviser providing advice to Ex Pats in the Middle East.
Since joining Ablestoke Ross has specialised in providing protection advice to individuals, families and small businesses.

Ross now lives in Hertfordshire and has a keen interest in Romano-British History. He has a passion for good food, fine wine, and enjoys cooking and entertaining at home, as well as visiting as many good restaurants as possible.

Mortgage Team

Barney Wilde — CeMAP Dip FA

Senior Mortgage Advisor

Ablestoke Financial Planning LLP

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.

Haris Sehic — Cemap

Mortgage Adviser

Ablestoke Financial Planning LLP

Haris grew up in Buckinghamshire and after gaining a degree in Geography from Portsmouth University Haris joined the financial services industry in 2015 working in both retail and commercial banking before becoming a mortgage adviser with the Lloyds Banking Group.

Renowned for his attention to detail, Haris specialises in providing comprehensive mortgage advice to individuals, and landlords with small to medium sized portfolios. Outside of the office you will often find Haris in the gym, or listening to the latest dance music, and he is a is a proud Southampton FC supporter.

Bijal Patel — Cemap

Mortgage Support

Ablestoke Group

After graduating from the university of Hertfordshire with a degree in Information Technology, Bijal began working in the property sector where she gained a passion for mortgages. Bijal joined the Ablestoke team in early 2017 and known for her tenacity and ambition, she has progressed to become a valued member of the mortgage team, providing support to clients and advisers. Bijals key responsibility is ensuring that mortgage applications proceed smoothly and timely. Bijal is also studying towards becoming a mortgage adviser.

Away from the office Bijal has a passion for drawing and is learning the art of animation.

Client Service Team

Neil Mutton

Partner

Ablestoke Group

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.

Amanda Paget

Client Care Manager

Ablestoke Group

Amanda grew upin Camden and studied Business Management at Kingsway College. She then joined the financial services industry in 2001 as a client administrator and has since worked in operations for several financial advice firms prior to becoming a founding member of the Ablestoke team in 2009. Over the past few years Amanda has progressed from client administrator to Client Services Manager and is the most senior member of our client servicing team. She has also gained an NVQ in Business Management Level 3 and an Advance Level NVQ in customer service.

Away from the office she enjoys traveling, with friends, family and her beloved cat Smudge.

Lorna Sheehan

Client Care Senior Administrator

Ablestoke Group

Lornahas worked at Ablestoke since leaving School at the age of 16. Twelve years later Lorna has progressed to become senior adviser support, helping advisers deliver our ongoing service to our clients. Lorna has always been highly numerate from passing her maths GCSE two years early and going on to study statistics, she also supports our finance team.

Whilst being at Ablestoke Lorna completed various courses including level 3 NVQ in providing financial services (Administration for financial planning &mortgage intermediaries) and is now enrolled with the Quilter Financial Adviser School studying for the Financial Services Regulations & Ethics qualification.

In her spare time Lorna is very sociable, enjoys spending time with family & friends, is an active member of her gym, enjoys running and is a proud Glasgow Rangers Fan.  

Jordan Orr

Junior Adviser Support

Ablestoke Group

Jordan is the youngest member of our team having joined Ablestoke after finishing college in 2018 where he gained distinction in PE. Jordan was an aspiring sportsman, competing at a high level across various disciplines including cricket, basketball, boxing, and football, playing for Brighton and Hove Albion Under 23s. Unfortunately, Jordan’s football career was cut short by serious injury, and so he focused on his other strengths, namely numbers. Having gained varied finance experience from accounts, to payroll and book keeping, Jordan has become a valued member of our finance team.

Devin Chohan

Client Account Manager

Ablestoke Group

Devin is from London. After working as an optician for many years; he ventured into his own business within the FMCG Food and Beverage sector, successfully growing his well known brands with retailers and wholesalers throughout the U.K and internationally. With a range of accolades and a wealth of business experience to his name, he now dedicates his spare time in mentoring, educating and sharing his knowledge with new start ups and is part of various organisations such as Virgin Start Up and Young Enterprise. Devin joined the Ablestoke team in 2019 and is on his journey to becoming a financial advisor. Outside of work, he has a keen interest in all things to do with nature and animals conservation, an addict to Masterchef and he is an avid Liverpool supporter.

Gabriel Ward

Client Account Manager

Ablestoke Group

Gabriel is from Nottingham and has a degree in Economics & Finance from Cardiff University. After initially working for Deutsche Bank in Stock Lending he transitioned to Sales and Account Managing. He joined Ablestoke because he is passionate about helping people reach their financial goals and planning their futures successfully and he is enjoying studying to become a financial adviser. Having recently moved to London Gabriel is enjoying the music scene as well as meeting new friends.

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