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Ablestoke Financial Planning LLP

  • 4.96

46 Reviews      Rating 4.96

Address:
Floor 32 - 34 Euston Tower
286 Euston Road
London
London
NW1 3DP

Reviews

  • 5

Rating : 5

Date of review : 22nd September 2017

Derek

Area :

Would you recommend to others : Yes

Review Text :

I wish to put on record the excellent service that I received from Priyesh regarding the funds I had accumulated in my Pension funds. Prior to contacting Priyesh I had been in contact with various Financial advisors all of whom had not a lot of interest in my wishes regarding these monies and all with the same intention in mind for me to purchase an annuity with the funds. It was a great relief to then discuss my situation with an advisor who actually listened to what i was saying and taking that on board prepared for me various spreadsheets that out lined different methods of utilisation of my pension funds. Each method was explained to me with both the benefits and pitfalls of each method. I settled on a scheme which I found to be of particular interest to me and the implementation of this proved to be both trouble free and was achieved in good time considering what had been forecast by previous financial advisors'. I now have my tax free allowance which has been put to good use in further enhancing the value of my property. The balance has now been transferred to a pension fund where drawdown's are allowed and are accessible on request. I am pleased to wholeheartedly recommend Abelstoke and Priyesh Patel in particular to all persons who like me relish good advice and sound judgment. From: DELROY@aol.com [mailto:DELROY@aol.com] Sent: 22 September 2017 16:32 To: Priyesh Patel <Priyesh.P@Ablestoke.com>

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  • 5

Rating : 5

Date of review : 10th September 2017

kiwiqueen

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,Debt Management

Would you recommend to others : Yes

Review Text :

I have been seeing Priyesh for just under two years now and he has turned my humble earnings into an investment for my present and future. Priyesh has tireless patience answering my many questions and at no point have I ever felt patronised. I cannot recommend Priyesh highly enough.

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  • 5

Rating : 5

Date of review : 23rd August 2017

Veronica

Area : Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

I first met Priyesh Patel in the middle of last year as I was anxious to plan for my imminent retirement and obviously needed to reassess my savings and investments in preparation for this change. Priyesh immediately made me feel comfortable and impressed me hugely with his professionalism. He presented me with a very detailed plan and relevant explanations and definitely understood my personal requirements for me and my husband who suffers from dementia. I now feel much more optimistic and secure about our financial position and always know Priyesh is happy to answer any questions at any time however daft they might be. I cannot recommend Ablestock - and in particular, Priyesh - enough.

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  • 5

Rating : 5

Date of review : 17th August 2016

Joti

Area :

Would you recommend to others : Yes

Review Text :

I have used Priyesh Patel for many years now, he is incredibly organised and has reviewed all my plans to greatly improve my overall financial situation. I would highly recommend Priyesh as he comes across as very professional and honest when recommending various services.

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  • 5

Rating : 5

Date of review : 14th August 2016

Gavin

Area :

Would you recommend to others : Yes

Review Text :

Priyesh of Ablestoke helped so much with taken my mothers savings and securing her long term care home fees there is no need for our family to worry and can enjoy wot years with have with her the stress we were having trying to sort our selves is in the past plus helping me with my finances get put in the right direction before the arrival of our 1st at child vital planning needed could of wasted so much money in the situation we were big thank you to you Priyesh and Ablestoke from all our family.

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  • 5

Rating : 5

Date of review : 9th August 2016

Peter and Ann

Area : General Financial Planning,General Insurance

Would you recommend to others : Yes

Review Text :

Ann and I wish to inform you that we are delighted with the way Pryesh Patel has handled our investments since he assumed control of our portfolios in 2014. You may be aware that I transferred my allegiance to Ablestoke on the recommendation of brokers at MoneyCorp who had, and continue to afford me excellent service. Initially Jason You offered me sound advice with my investments to the extent that Ann came on board in 2013 with her portfolio. Since Pryesh has managed our investments you should know that Ann and I are very pleased with not only the performance of our investments but the guidance and excellent advice he has afforded us, taking into account our age, needs and respective risks. We look forward to continuing our successful relationship with Ablestoke into the future.

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  • 5

Rating : 5

Date of review : 8th August 2016

Emma Kendon

Area : General Financial Planning,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

Priyesh Patel is a great help, and good to quiz about options because he's really clear and thorough. I have recommended him to friends and family and will continue to do so.

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  • 5

Rating : 5

Date of review : 6th August 2016

Chad

Area : General Financial Planning,Mortgages,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

Have been dealing with the company now called Ablstoke and in particular Pryesh Patel for perhaps close to ten years. I have found Pryesh to be measured in his recommendations, never pushy never forceful. Always he has plenty of research and access to track records of anything that he has suggested, If he has not been a specialist on a subject he has introduced to someone within the company that is and I have found them to be very helpful too.I have changed my mortgage twice and my Issa provider twice to get better rates or lower charges, I have consolidated several small pensions and put those together with a reasonable lump sum from my Marks and Spencer pension. I have not contributed to this for 4 years and yet the platform that Pryesh suggested has seen this pension pot rise 40% during that time.

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  • 5

Rating : 5

Date of review : 6th August 2016

Zarrine

Area : General Financial Planning

Would you recommend to others : Yes

Review Text :

Friendly,efficient and reliable service.

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  • 5

Rating : 5

Date of review : 2nd August 2016

Bhamra7

Area : General Financial Planning,Protection,Retirement Planning

Would you recommend to others : Yes

Review Text :

I have been a client with Abelstoke for a number of years now and have not a bad word say about their services provided thus far. My dealing with Mr Priyesh Patel have been very beneficial and his professionalism in dealing with urgent matters are always dealt with promptly. I have seen a growth in my finances over the years and his expertise have been hugely useful in many areas. I would highly recommend Abelstoke's services, especially to work with Mr Priyesh Patel.

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  • 5

Rating : 5

Date of review : 2nd August 2016

Julian

Area : General Financial Planning,Mortgages,Protection,Savings and Investment,General Insurance,Debt Management

Would you recommend to others : Yes

Review Text :

My financial Planner Priyesh Patel has, throughout the whole experience been very helpful. Giving sound advise. Since our first meeting we have successfully secured our mortgages and successfully rebalanced and put order to our finances. Without Priyesh guidance I am sure we would not be the clear financial position we are in now. Furthermore Priyesh is very open to taking the odd call if I have a question and always responds promptly. Great customer service all round. Julian Strickland

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  • 5

Rating : 5

Date of review : 1st August 2016

Niel

Area : General Financial Planning,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

Priyesh Patel - Has been my financial adviser for around a year now and I have to say that I feel more organised and supported since I have received the support and guidance from him.I have received nothing but friendly, consistent and accurate advise on financial planning for now and for my future. I feel safe under his guidance and feel I have been able to do more with my money than I could of done so on my own.

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  • 5

Rating : 5

Date of review : 1st August 2016

Roveena

Area : General Financial Planning,Mortgages,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

Having been an Ablestoke client for over 7 years, I would highly recommend Priyesh Patel who has been our Financial Advisor for the majority of this time. He is personable, highly knowledgeable, friendly and consistently professional in his approach and as a result he has been recommended to several friends and family members over the years.

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  • 5

Rating : 5

Date of review : 1st August 2016

Bhirani

Area : General Financial Planning,Mortgages,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

I have been with Ablestoke now for approx 10 years. Priyesh Patel has been my advisor during this time. He has helped me and my wife structure our financial affairs in a extremely professional manner and this has helped us better plan out our financial future across a spectrum of areas advised above. The services provided by him have been excellent and he's only a call away should I need to talk to him for a catchup. I highly recommend his services and advise. Thanks

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  • 5

Rating : 5

Date of review : 1st August 2016

Risha

Area : General Financial Planning,Protection,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

Always get great advice from Priyesh Patel. Very happy with the service received :)

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  • 5

Rating : 5

Date of review : 1st August 2016

Jane

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

I have been an ablestoke customer for a number of years, and within that time I have made recommendations to friends and family of the services they offer. My current adviser, Priyesh Patel, has many qualities, he is helpful, understanding, patient, and I feel a safe pair of hands to pass financial worries to. Getting good financial advice relies on people having to disclose personal details and their hopes and fears for their own future, and demands you consider growing old and your own mortality. However, Priyesh is able to explore these issues in a sensitive way that retains a focus on how to live a financially fulfilled life. He also makes a cracking cup of Tea!

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  • 4

Rating : 4

Date of review : 25th September 2014

Doug

Area :

Would you recommend to others : Yes

Review Text :

My wife and I first met with Priyesh Patel early 2013, during that short period we have formulated a working relationship that enables him to translate our goals into a viable roadmap to facilitate their achievement. Critical illness and life assurance policies have been revised for the better and an improved plan for retirement and medium-term planning is now in place. I value his opinion, whilst feeling comfortable to decline products that I deem unnecessary due to existing provisions. On occasions we have both picked up the phone to Priyesh to obtain his guidance. Periodically he reaches out to us to understand if and how our aspirations have changed and our financial plan if necessary is re-aligned accordingly. I'm happy with the results to date and would recommend him, whether you have little financial planning in place or require your plans to be critiqued and re-assessed.

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  • 4

Rating : 4

Date of review : 28th July 2014

cpw

Area : General Financial Planning,Mortgages,General Insurance,Debt Management

Would you recommend to others : Yes

Review Text :

I've used Barney Balkwill's services for many years and during that time he's supported my personal, professional and business finance matters. Barney is passionate about his work, and more importantly, his clients' positive experience of the service. Barney is diligent, knowledgable and communicative which means I always feel in safe hands and able to contact him on any financial issue that concerns me. He focuses on the relationship with clients as well as sound advice and is proactive with both. I wouldn't go anywhere else and highly recommend Barney to those considering financial advice.

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  • 5

Rating : 5

Date of review : 21st July 2014

Pippa

Area : General Financial Planning,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

I find that Andrea Lui at Ablestoke listens to my needs and plans a financial strategy with which I am happy. All the complexities are explained in detail so that I may understand them. I have been planning for my long-term future for some time and with the advice and assistance of Andrea, I am now able to take early retirement!

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  • 5

Rating : 5

Date of review : 9th July 2014

Nambz

Area : General Financial Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

I have been a customer for many years and have great faith in Ablestoke's advice and value their opinion. Andrea has given me great guidance and advice on a range of financial matters. Highly recommended.

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  • 5

Rating : 5

Date of review : 29th June 2014

Ruth Harrison

Area : General Financial Planning,Retirement Planning

Would you recommend to others : Yes

Review Text :

I have great faith in Ablestoke's advice and value their opinion. My advisor has looked after my pension planning for over 20 years.

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  • 5

Rating : 5

Date of review : 27th June 2014

Ali

Area : General Financial Planning,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

Brisk, efficient and painless. Quick identification of needs I had not addressed, no unnecessary marketing of products I was not interested. It got the job done and so far the results have been positive too.

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  • 5

Rating : 5

Date of review : 25th June 2014

Pianoman

Area : General Financial Planning

Would you recommend to others : Yes

Review Text :

I am a middle aged, middle income man with more years behind me than ahead of me. However I still have aspirations which require the right funding to be available at the right time, this is where Ablestoke and the skills of it's advisors are crucial to the success of my future plans. Ablestoke have been able to provide me with the right financial products to fund and protect my mid to long term future, and also to protect my loved ones after death. If like me you want financial security but at the same time left to get on with your life, the contact Ablestoke and see what they can do for you.

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  • 5

Rating : 5

Date of review : 25th June 2014

Sandra

Area : Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

My adviser, Simran, has helped me plan my retirement through maximising my savings, investments and pensions. This was done taking full account of my attitude to risk and my short, medium and long term goals. She does what she says she is going to do, keeps me informed and explains things in a way that is easily understandable. This means I know exactly what to expect, what the risks are and what the expected outcomes will be. On top of this, she is lovely to work with.

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  • 5

Rating : 5

Date of review : 25th June 2014

SWJAM

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

I've been an Ablestoke customer for the last five years. They've given me great guidance and advice on a range of financial matters including mortgages, insurances, retirement and other things. Priyesh Patel, my financial advisor there, and his colleagues have consistently given me excellent service. I have nothing but positive things to say about them.

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  • 5

Rating : 5

Date of review : 23rd June 2014

suethemoo

Area : General Financial Planning,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

Pryesh Patel is an excellant Financial Consultant, he is extremly kmowlegible and competentand has given me lots of good advice, thoroughly recommended

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  • 5

Rating : 5

Date of review : 23rd June 2014

MattB

Area : General Financial Planning,Mortgages,Protection,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

Simran has given me and my partner Kerry sound financial advice for several years now. Got to work early helping me (a novice in these things), generally sort out my financial affairs, covered all the basics re pensions, life insurance, savings accounts, planning for the future (child costs) etc. And along with her colleague Sarah was able to advise us brilliantly in securing a good mortgage when needed in quick time. Highly recommended.

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  • 5

Rating : 5

Date of review : 23rd June 2014

Alvin

Area :

Would you recommend to others : Yes

Review Text :

I went to see Priyesh in April 2013 and admittedly my finnancial situation was not as it should be. We sat together and looked the gaps that were missing in case something were to happen to me, as well as finnancial planning for the future. One year onwards, I now have all the correct covers in place for peace of mind and the right savings and investments too. Priyesh has been very helpful and continues to steer me in the right direction to meet my goals. I would not hesitate in recommending Ablestoke. Alvin

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  • 5

Rating : 5

Date of review : 22nd June 2014

Mitul

Area : General Financial Planning

Would you recommend to others : Yes

Review Text :

I have been set up excellently for the future thanks to the financial planner Priyesh. Educated me thoroughly in the benefits of planning for the future.

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  • 5

Rating : 5

Date of review : 21st June 2014

Liam Kerrigan

Area :

Would you recommend to others : Yes

Review Text :

having been in International Retail all my life i felt i was reasonably well informed about the general domestic financial issues. However having been miss-sold almost everything from Insurance Endowment policies pension etc. i found Ed Shardlow of Ablestoke Financial advisers, for everyday people. I wish i had found them earlier. Ed understands the industry and has given common sense advice in a way lay people can understand. Now the money is going into my pocket and nor the service providers. I know the exact costs and not just a percentage of the fund. I am very happy to recommend ED and Ablestoke. I have made sure my son and his family have been there much earlier than I dad and they are reaping the rewards

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  • 5

Rating : 5

Date of review : 20th June 2014

KKinkead

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance,Debt Management

Would you recommend to others : Yes

Review Text :

Having been a client of Priyesh's for several years, I have left all my huge debts behind and now have a secure financial future because of the first class financial planning Priyesh has put in place for me over the years. My investments have made good returns even in bad market conditions and I can always count on Priyesh for good advice whether it be mortgages, savings or insurance. I highly recommend Priyesh and Ablestoke as investing was always something I kept putting off before and it is a great feeling being financially secure, I wouldn't have got here without him.

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  • 5

Rating : 5

Date of review : 20th June 2014

Joanna

Area : General Financial Planning,Mortgages

Would you recommend to others : Yes

Review Text :

I have been impressed with the clear, professional advice I have been given at Ablestoke. Priyesh Patel is warm, friendly, knowledgeable and thorough. He explained every step of the process in logical, clear language and he answered all of my questions with professionalism. I trust his judgement thoroughly and recommend him wholeheartedly.

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  • 5

Rating : 5

Date of review : 19th June 2014

Vee

Area : General Financial Planning,Mortgages,Savings and Investment

Would you recommend to others : Yes

Review Text :

I have been a client of Ablestoke for over 5 years and have been fortunate to have had two very professional and knowledgeable Independent Financial Advisors, more recently Priyesh. Priyesh has provided fantastic sound advice over the last few years and hence I have and will continue to recommend Ablestoke to friends and family.

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  • 5

Rating : 5

Date of review : 19th June 2014

Jazz

Area :

Would you recommend to others : Yes

Review Text :

I have been a client at Ablestoke for many years. My advisor, Priyesh Patel is excellent, gives me the best possible advice from which I have benefited from. He always goes the extra mile, approachable and thorough. I would highly recommend Ablestoke.

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  • 5

Rating : 5

Date of review : 19th June 2014

bryan

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

Friendly, approachable, knowledgable and honest - i have been a customer for many years and have always relied upon the sound advice for me and my family for now and into the future

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  • 5

Rating : 5

Date of review : 19th June 2014

Kathleen E

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

I have an adviser in Andrea Liu, whom I have known for a long time, who is extremely able, engaged with her client and able to explain everything in lay terms. Ablestoke and its staff are polite and always look at their clients as individuals, tailoring their financial planning to that individual's needs and attitude to risk. How can the individual go wrong in the safe hands of such a team?

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  • 5

Rating : 5

Date of review : 19th June 2014

Steve

Area : General Financial Planning,Protection,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

I have been with Ablestoke since the start and I have nothing but praise for the way they approach Financial Advice & planning. Priyesh has been my advisor for several years now and has helped me to put insurances in place, plan for my future and invest my money with great rewards. I trust them with their advice about my finances and that is of paramount importance. I cannot recommend them highly enough!

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  • 5

Rating : 5

Date of review : 19th June 2014

Sundeep Bhamra

Area : General Financial Planning,Protection,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

Ablestoke have been looking after my financial and insurance needs for years and have always provided excellent and professional advice. Thoroughly recommended as your financial planners and advisors.

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  • 5

Rating : 5

Date of review : 19th June 2014

Bert

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance,Debt Management

Would you recommend to others : Yes

Review Text :

Ablestoke Financial Planning LLP sorted my finances from top to bottom including help with my Credit Card debts. I cannot praise Ablestoke enough for the friendly and proffessional way they have managed my finances and now as I approach retirement I can look forward to reaping the benefits they have put in place for me. Thank you to everyone at Ablestoke.

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  • 5

Rating : 5

Date of review : 19th June 2014

Jatinder

Area :

Would you recommend to others : Yes

Review Text :

Since being introduced to Barney at Ablestoke, i am confident that i have saved a significant amount taking his advice re my savings. I have also had great advice re investment opportunities and retirement plans that i would otherwise not be aware off. I would recommend Barney and Ablestoke products to anyone looking for a easy no hard sell investment and retirement opportunities.

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  • 5

Rating : 5

Date of review : 19th June 2014

Ela

Area : General Financial Planning,Protection,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

Ablestoke have been looking after my financial and insurance needs for years and have always provided sound and professional advice. This was put to the test 2 years ago when my husband died and I have nothing but praise for the team who looked after me in that difficult period and helped me put my life back on track. Lee Wells and Owen Cook deserve a special mention for their integrity and friendly yet professional approach to the world of financial planning.

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  • 5

Rating : 5

Date of review : 19th June 2014

Maggie

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

I am very satisfied with the way Ablestoke handles my affairs.I have been using them for a number of years and they have provided me with a great service - keeping me on the straight and narrow with my finances,while not being pushy. I would thoroughly recomend them.

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  • 5

Rating : 5

Date of review : 18th June 2014

pjh

Area : General Financial Planning,Mortgages,Retirement Planning,Savings and Investment

Would you recommend to others : Yes

Review Text :

I, and my family, have been supported by the professionals at Ablestoke for many years in all aspects of our financial affairs, primarily pension management and mortgages, and and have no hesitation in strongly recommending their services.

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  • 5

Rating : 5

Date of review : 18th June 2014

Ram

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

Ablestoke have been excellent. They provide independant advice on the whole spectrum of an individual's finances,not just one aspect. They help you to keep your finances in order, not just for today, but for future financial planning as well. I cannot recommend them enough. They have been of great service not just to me, but a whole host of my clients, whom I have recommended to them.

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  • 5

Rating : 5

Date of review : 18th June 2014

Jules

Area : General Financial Planning,Mortgages,Protection,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

I am extremely satisfied with the way Ablestoke handles all my financial matters and investments and the way they are performing as a result of their expertise. They are patient and not pushy really listening to my needs and explaining everything clearly, so that i am not daunted by the future but feel satisfied i am well prepared for it.

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  • 5

Rating : 5

Date of review : 18th June 2014

Najeeb

Area : General Financial Planning,Mortgages,Retirement Planning,Savings and Investment,General Insurance

Would you recommend to others : Yes

Review Text :

Great bunch of folks, been using and recommending them for years.

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