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Prolific Financial Services Limited

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Prolific Financial Services Limited

Overview:

Our Wealth Management Service is designed to establish a Financial Plan, unique to each client, which seeks to address their individual financial requirements. In doing so, we place equal emphasis on creating and preserving our clients’ wealth.

Our Wealth Management Service centres around a robust consultation process designed to establish a client’s financial objectives and needs and to define their attitudes towards investment risk. Once agreed, our planning process ensures that we deliver the right solutions to meet those objectives within an agreed level of risk.

Our investment research is underpinned by one of the UK’s leading Fund Research companies, who assist us in establishing and maintaining our core investment portfolios. In addition, we work closely with some of the UK’s leading fund management groups in order to establish their house views and to identify common themes and opportunities.

Regular and ongoing review meetings are an essential part of our process, as they are designed to ensure the continued suitability of our advice, as well as presenting an opportunity to address any changing circumstances.

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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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