Ascension Financial Management
We offer investment expertise, financial planning advice and pensions administration.
By offering investment management and financial planning advice, we offer a focussed, personal service combining the expertise, experience and knowledge of specialists in each area.
The Financial Planner and the Asset Manager work with the client to create, build and develop the bespoke portfolio and appropriate structure relevant to each client as an individual.
We provide services to Self Invested Personal Pension Plans (SIPPs) and Small Self Administered Schemes (SSASs) which are available independently to our other services. Advice and Investment management are available if required. The focus of this administration is towards those clients requiring maximum flexibility within their pension arrangement delivered in a professional, personal and cost transparent manner.
Investment Advice
We specialise in unravelling unique circumstances, discovering individual aspirations and building a financial coherence with thoroughness, sensitivity and discretion. This is at the core of our tailored service.
We are completely independent and clear in our aim to make a positive material difference to every one of our clients by offering excellent financial planning advice, which is determined by the unique needs of the individual.
We can advise on a wide range of today’s investment and other planning vehicles.