The Ablestoke Review - March 2011

The Ablestoke Review - 2011

Events in March

Ski Trip

The Ablestoke annual Ski trip for 2011 was to Chamonix. This year there were 10 people from across the company and the snow was fantastic as was the après ski!!

Charity

Ablestoke held the first charity quiz night for our 2011 charity City Gateway. Around 60 clients attended the quiz in our Clerkenwell offices and whilst having a fun night managed to raise over £1000 for charity – well done everyone!

Promotions in March

John Kelly

John joined Ablestoke consulting in December 2010 and has been promoted to consultant within 3 months!

John, who is 22, is a graduate of finance & business from Lincoln University. John also found time to pass his first professional qualification and also completed a half marathon for charity last month

Duncan Morris

Duncan joined Ablestoke Consulting in June 2009 has now achieved the promotion of Executive Consultant, looking after over 60 private clients

So ends the most succesful quarter in Ablestoke history - "Onwards..."

For more information visit Ablestoke Consulting website

To visit our blog: Ablestoke Blog

To read Ablestoke reviews from clients visit: Ablestoke Client Reviews

The Ablestoke Review - Q1 2011

The Ablestoke Review

More clients choose Ablestoke Consulting

Ablestoke have achieved the most successful start to a year with a record number of new clients in January, February & March, with over 130 new clients starting their financial planning with our help so far this year!

New recruits join Ablestoke Consulting

Ablestoke have now welcomed on board 8 new trainees consultants in 2011 and we wish them all the best of success

Of the new starters, one has already passed her first professional exam and attained her license to give level 1 financial advice

Promotions in February

Barry Gardner

Barry who joined in October 2009 has now been promoted to Senior Consultant with Ablestoke Consulting. Barry who had previously been a pension benefits consultant at Mercers, joined looking for more career development, and after becoming a fully certified adviser in just over 1 year is now looking to move forward to achieve the financial diploma.  

                        Simran Gill

Simran who joined Ablestoke Consulting in September 2008 has achieved the level of Associate. Simran is a fully certified financial adviser and looks after over 75 private clients as well as providing advice to thousands of people throughout the country through our work with employee assistance provider Work Place Options

       Jason Yau

To top February’s promotion list Jason has been invited to become a partner in Ablestoke Consulting. Jason has worked with us since 2006, has built a loyal client bank of over 100 personal clients and having become a certified financial adviser is studying towards the financial diploma.

Jason has recently become engaged and is been enrolled as a manager at Ablestoke - congratulations Jason

 For more information visit: Ablestoke Consulting website

For the our blog visit: Ablestoke blog

For client reviews visit: Clients review ablestoke