0330 038 8938
Based in Newport
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FCA Regulated
Last checked: 21 February 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Verified reviews: 100%
Simon has received 25 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 28 August 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Last checked: 21 February 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Verified reviews: 100%
Simon has received 25 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 28 August 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
Simon has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Simon has not yet added their fees to their profile
I am an experienced Financial Adviser and Director of Ascent Wealth Management Ltd. I have been a Financial Adviser for over 15 years and worked within Financial Services for over 20 years and have seen first hand how quality financial advice makes a significant difference to peoples lives and supporting their journey is a fulfilling benefit. At Ascent Wealth Management Ltd we provide expert financial advice that delivers bespoke financial solutions to meet our clients’ individual needs. We truly tailor our advice to each client by taking the time to really understand what is important to them. Our advisers are qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers – this is known as a restricted advice service and includes a range of: ● Investments, Pensions and flexible income (also known as drawdown) products from Prudential, including through the M&G Wealth Platform ● Guaranteed income (also known as an annuity) and protection products from a number of selected providers (these providers may change from time-to-time – a list of the current providers can be provided on request) ● Discretionary managed portfolios from the M&G Wealth Model Portfolio Service ● ISAs and OEIC (Open Ended Investment Company) funds from Standard Life, Link Financial Investments Limited and M&G Investments
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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