We are an independent firm who pride ourselves on providing a personal touch to each of our clients. Ascent Financial Planning has been built from the foundations of a family owned business where we have client relationships dating back 30+ years.
Friendly and approachable
We believe clients deserve to receive the highest standard of advice and 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.
We work differently to other Financial Planners and Advisers where we focus on YOU and what YOU want to achieve rather than concentrating on your products and policies. This enables us to build a bespoke financial plan together with you which is fundamental in achieving your life and financial aspirations. We know that personal circumstances will change over time and by holding regular reviews we can ensure that your financial plan remains flexible so that you remain on track to achieve your goals.
