The Team

Lee Wells – Dip FA

Managing Partner

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.

Neil Mutton


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.

Barnaby Balkwill
Dip FA

Financial Planner

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.

Owen Cook

Independent Financial Adviser

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, the national website where customers themselves rate financial advisers according to their performance.

Reviews and Ratings for Financial adviser Owen Cook, London

Anthony O’Toole
Dip FA

Financial Planner

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.

Simran Gill
Dip FA

Financial Planner

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.

Priyesh Patel
Dip FA

Financial Planner

Following his Business & Financial Services degree from Nottingham Trent University and a brief stint at Marsh Insurance, Priyesh joined Ablestoke 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 also enjoys mountain climbing.

Andrea Liu

Financial Planner

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.

Ed Shardlow

Financial Planner

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.

Hamil Mason
Dip FA

Financial Planner

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.

Jaips Rekhi

Financial Planner

Jaips graduated from Durham University having read Chinese and Japanese, before embarking on a city career working at several investment Banks including JP Morgan, UBS and ING Barings, sales-trading Asian equities and derivatives to an institutional client base. In early 2014 Jaips decided that he wanted to move away from the focus on delivering corporate profits, and instead use what he had learned whilst trading to help people retain more of their income, and grow their own personal assets, by providing high quality financial planning advice. Jaips is married with 2 children and lives in Balham.

Sarah Wells

Mortgage Adviser and Mortgage Quality Manager

Sarah grew up in a village in Warwickshire before joing the Mortgage industry in 1992. During more than 20 years in the Mortgage industry, Sarah has worked with some of the UK’s leading lenders, such as Bradford & Bingley and Cheltenham & Gloucester, gaining experience in every part of the mortgage process from applications, to arrears, underwriting and mortgage advice. Sarah joined the team in 2004 as a mortgage adviser and is now our Mortgage Quality Manager. On top of her experience, Sarah holds specialist qualifications in Mortgage advice and Equity Release advice. Sarah’s job is to work with both our clients and advisers, and also the lender, estate agents and solicitors to ensure that not only has the most suitable mortgage advice been given, but also that the mortgage is processed and completed as efficiently as possible. Outside work Sarah is married to our Managing Partner, is a devoted mother to her son Edward and, when she finds time, practises yoga, loves riding horses.

Graeme Smallman

Financial Planner & Mortgage Adviser

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.

Barney Wilde

Financial Planner & Mortgage Adviser

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.

Roy Bannock

Protection Adviser & Senior Manager

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

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.

Ravi Patel

Client Care Administrator

Ravi was born in Surrey and raised in East London. He attended Queen Mary University studying Business Information systems. He  joined Ablestoke in May 2015 as an Apprentice, he is now working towards becoming a financial planner. Ravi has a huge passion for all sports and follows football, specifically Chelsea religiously. He also plays weekly and takes part in many 7a-side tournaments.

Hans Dampare

Mortgage Support

Growing up in Woolwich, South East London, Hans went on to attend Kingston University gaining a degree in Psychology and Biology.

Hans realised after attaining his degree that his passion lay in the financial services and after putting the lab coat down and studying for his industry qualifications, his dream was realised when he joined an established mortgage brokers in central London. Seeing an opportunity to be part of a growing and successful team, within which he could put his knowledge to the test and develop further, he joined Ablestoke in August 2016.

Hans is an avid gym goer, music fan and photographer from his days of co-managing a successful photo lab.

Want to speak to a Smart Planner?

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!

Contact Us

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.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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