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Shape Financial Ltd.

Overview:

Shape Financial was established with a premise to provide truly independent financial planning excellence. We are a young dynamic team with a finger on the pulse of an ever-changing marketplace able to distil complex industry concepts and jargon into easy to understand solutions. You may also find it reassuring to know that at Shape we ask that our advisers continue to improve their standards by taking exams over and above the industry requirement.

As a result we have specialists in the following fields:

• Equity Release
• Savings and Investments
• Long-Term Care Planning
• Retirement Planning (including options at retirement)

In order to provide you with best of breed financial planning we offer a consistent customer journey tailored to suit your needs. We listen to your goals and aspirations, and then shape solutions to ensure your money works hard for you and that you reap the benefits when you need them. How much involvement and management you want from us is up to you. Together we can shape a strategy that meets your short, medium and long-term goals.

We are a 21st century company in every sense of the word. We have built our company on a foundation of cutting edge online technologies, whilst maintaining old fashioned values and morals. At the click of a mouse we can access and compare product quotes, fund prices and obtain up to the minute client valuations. Information made available electronically in one place, in real time, whenever it’s needed.

Shape Financial offers independent financial planning that you can trust. We have the integrity, the knowledge and the tools to provide you with financial solutions that really meet your needs. When you need them. Plain and simple.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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