0330 038 8939
Based in Newport
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Emily has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 24 February 2025
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
Emily has not yet added their qualifications to their profile
Qualifications not yet added
Emily has not yet added their qualifications to their profile
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Emily has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 24 February 2025
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
Emily has not yet added their qualifications to their profile
Qualifications not yet added
Emily has not yet added their qualifications to their profile
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a Financial Advisor at Ascent Wealth Management Ltd. I offer my clients holistic financial advice across all financial planning areas in order to help them achieve their goals in life. I am passionate about understand what is important to each client and enjoy building long-term relationships with each client. I have nearly a decade of experience working in Financial Services. 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. I am 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).
About Emily's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.