Our Services.
We offer a full range of financial and protection services. See below for some of our most popular.
Pensions
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement...
Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
Financial Planning
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be...
Welcome to Ascent Financial Planning Limited.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01745 585 474 or email us at info@ascentfp.co.uk and we'll be pleased to help you.
Here's how we formulate the plan towards Your Goals.
Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.
About you
We meet together to discuss your personal circumstances and your current financial situation.
view more
Your goals & ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
view more
Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
view more
How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
view more
Implement the plan
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
view more
Review the plan & progress updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested.
view more
See What Our Clients Have To Say About Us.
Vestibulum sed faucibus lorem. Integer gravida orci mattis purus sodales malesuada. Vivamus scelerisque lobortis ornare. Aliquam a lorem libero. Quisque magna mauris, auctor vitae lobortis nec, porttitor eget quam. Aliquam eu lorem eu felis hendrerit tincidunt. Nullam pharetra tincidunt dui in mollis. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas.
Maecenas tempor metus ac consequat iaculis. Vestibulum rutrum, lectus at lobortis rhoncus, arcu ipsum vulputate arcu, id rhoncus risus velit ut orci. In eu sem a ipsum vestibulum condimentum id at justo.
Morbi varius magna eu leo consequat, eu aliquet leo cursus. Pellentesque vulputate, eros non ornare tincidunt, dui elit congue magna, sit amet placerat arcu metus id ex.
Vivamus dignissim diam nec euismod luctus. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos.
Maecenas arcu neque, eleifend in mi et, egestas dignissim neque. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae; Pellentesque vitae enim consectetur ligula dapibus pharetra vitae non nunc.
Stock Data.
| VALUE | MOVE | % | |
|---|---|---|---|
| FTSE 100 | 8760.96 |
-37.950195 
|
-0.43130565
|
| FTSE ALL-SHARE | 4772.78 |
-20.350098
|
-0.42456803
|
| FTSE MID 250 | 21626.26 |
-89.70117
|
-0.41306564
|
| FTSE 350 | 4820.35 |
-20.779785 |
-0.4292342
|
| Dow Jones | 44094.77 |
275.5 |
0.62871885
|
| S&P 500 | 6204.95 |
31.880371 |
0.5164427
|
Excellence in everything we do.
That’s why each of our advisers have achieved the Chartered Financial Planning qualification. The Chartered status demonstrates dedication to achieving excellence in qualifications, professional development, ethics and above all client outcomes.
