Additional information

Overview:

We are a firm of financial advisers based in Buxton, Derbyshire, UK. We provide advice to both individuals and companies on certain aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

As advisers, we can help you arrange suitable contracts to suit your requirements. We have many years of experience in finding suitable solutions for our clients' needs.

We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a financial report. We will discuss this in a follow up meeting, or call, in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

Our charges can be structured in several ways. We generally use a fee-based approach, either from an investment/pension or by bill. Either way will result in our fully disclosing our fees in an open and transparent manner.

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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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