Ablestoke Financial Planning LLP
Reference number: 574544
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Appointed representative
This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.
The FCA register does not name a principal for this firm.
What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Ablestoke Financial Planning LLP (FRN 574544) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm.
- Example: if you take financial advice from Ablestoke Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
20 Farringdon Street, Farringdon, London, EC4A 4AB, United Kingdom
- Ablestoke
Company details
From the company's Companies House record.
- Company number
- OC367708
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 1 September 2011 (14 years old)
- Registered office
- Admirals Offices Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Lee Edward Wells | LLP designated member | Oct 1973 | 1 Sep 2011 |
| Neil Bruce Mutton | LLP designated member | Jan 1964 | 6 Apr 2014 |
| Barnaby Balkwill | LLP member | May 1984 | 6 Apr 2018 |
| Priyesh Patel | LLP member | Mar 1984 | 6 Apr 2018 |
| Edmund Nelson Haley Shardlow | LLP member | Oct 1978 | 6 Apr 2018 |
| Matthew Edward Smith | LLP member | Jul 1985 | 1 Aug 2018 |
| Sarah Wells | LLP member | Jun 1974 | 6 Apr 2020 |
| Andrea Wan Yee Liu | LLP member | Sep 1963 | 1 Jan 2026 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
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Common questions