Growing SMARTER together

Since early civilisation, mankind has realised the benefit of like-minded people coming together. Primarily for security and reassurance, it soon has knock on effects into other areas – such as greater buying power at markets for the collective good, as well as the economies of scale saving time and costs.

Our membership services are no different in ethos.

Growing SMARTER together

Since early civilisation, mankind has realised the benefit of like-minded people coming together. Primarily for security and reassurance, it soon has knock on effects into other areas – such as greater buying power at markets for the collective good, as well as the economies of scale saving time and costs.

Our membership services are no different in ethos.

Background to your membership services offering:

As part of our existing financial advice offering, we had already managed to leverage our scale and contacts to secure market leading and exclusive product solutions. These are utilised when our advice requires the use of a product to benefit our clients.

As part of our existing financial advice offering, we had already managed to leverage our scale and contacts to secure market leading and exclusive product solutions. These are utilised when our advice requires the use of a product to benefit our clients.

We wanted to go a stage further, and bring that buying power to benefit all our clients who were members of our ongoing services.

We looked at areas outside of traditional financial services where we might use our collective buying power for the better.

Feedback from existing clients told us to focus on areas and sectors where they spend money on larger items. The reason for this is that the savings obtained would be larger and more tangible than reviewing lots of ‘lower margin’ areas (such as broadband and utilities comparison services).

As a result we are proud to have procured an exclusive list of membership benefits, from quality firms and suppliers.

What this means for an Ablestoke member is that when they require any of these solutions, they receive better terms than if they had approached the supplier directly.

Client feedback helps ensure the provider list is kept useful and relevant.

You shape it – your feedback will help this list evolve and grow, so please let us know what else we can provide for you.

We wanted to go a stage further, and bring that buying power to benefit all our clients who were members of our ongoing services.

We looked at areas outside of traditional financial services where we might use our collective buying power for the better.

Feedback from existing clients told us to focus on areas and sectors where they spend money on larger items. The reason for this is that the savings obtained would be larger and more tangible than reviewing lots of ‘lower margin’ areas (such as broadband and utilities comparison services).

As a result we are proud to have procured an exclusive list of membership benefits, from quality firms and suppliers.

What this means for an Ablestoke member is that when they require any of these solutions, they receive better terms than if they had approached the supplier directly.

Client feedback helps ensure the provider list is kept useful and relevant.

You shape it – your feedback will help this list evolve and grow, so please let us know what else we can provide for you.

discounts

Membership discount

treating customers fairly

treating customers fairly

We are committed to treating clients fairly. Our research has shown that the time it takes to work with a new client is longer than an existing client, mainly related to getting to know them to advise them comprehensively. To reflect that and to reward the loyalty of our existing clients, we offer the following:

The removal of minimum fee levels

Discounts on advice /initial fees

Discounts on ongoing advice fees

family member discount

Retaining your wealth and ensuring it is passed on as ethically as possible to the right people at the right time is key for all our clients. It is beneficial to know as much about your family unit that is appropriate to your circumstances – that way we can really help when that critical time comes. So, to encourage ‘wealth retention,’ your family members receive the same membership level benefits as you, for as long as you are a member with us.

Retaining your wealth and ensuring it is passed on as ethically as possible to the right people at the right time is key for all our clients. It is beneficial to know as much about your family unit that is appropriate to your circumstances – that way we can really help when that critical time comes. So, to encourage ‘wealth retention,’ your family members receive the same membership level benefits as you, for as long as you are a member with us.

Core membership benefits

Most of our clients like to review their plans once a year to make sure they’re still on track to meet their goals. Reviewing your plans frequently means you don’t miss out on any of your allowances and you find out if you are affected by any changes in legislation or taxation.

There are 3 key elements to our service:

keeping you informed

We will only send you information which we feel is useful to you

valuation milestone

A milestone check ensures your plans are still on track to achieve your goals

personal safety net

This ensures that your income and assets are not affected by changes in taxation or legislation.

keeping you informed

We will only send you information which we feel is useful to you

Only sending you pertinent information that we feel is of benefit to you (and not spamming or overloading you!)

valuation milestone

A milestone check ensures your plans are still on track to achieve your goals

Providing an update at least once a year to allow a milestone check that your plans are behaving within your risk tolerance and to your expectations

personal safety net

This ensures that your income and assets are not affected by changes in taxation or legislation.

Making sure that any changes in your income or assets are not adversely affected by announcements in the UK Government’s budget (e.g. changes in welfare, or income, capital gains or inheritance taxation)*

Only sending you pertinent information that we feel is of benefit to you (and not spamming or overloading you!)

Providing an update at least once a year to allow a milestone check that your plans are behaving within your risk tolerance and to your expectations

Making sure that any changes in your income or assets are not adversely affected by announcements in the UK Government’s budget (e.g. changes in welfare, or income, capital gains or inheritance taxation)*

* Most of our clients like to meet up once a year to ensure they do not miss out on valuable allowances or are unnecessarily impacted by any of the UK Government Budget announcements. They also value the peace of mind that their investments are being reviewed on a regular basis, in keeping with their financial objectives.

for example:

You choose what membership level suits you best!:

You choose what membership level suits you best!:

Want to join our family? Order your free initial consultation...

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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.