Additional information

Overview:

We are an Independent Financial Adviser directly authorised and regulated by the Financial Conduct Authority.
We are based in Formby and provide financial advice to clients in the North Merseyside area.

We are authorised and regulated to advise our clients in the following areas:

Pensions, Investments, Life and Income Protection.

Pensions
We offer advice and guidance on Personal Pensions, Stakeholder Pensions, Retirement Annuity Contracts, Free Standing AVCs, Company Pensions, Executive Pensions, SIPPs and Pension Annuities.
We will analyse your existing arrangements and make recommendations to cover potential income shortfalls when you retire.
On retirement we can use the Open Market Option facility to find the best annuity rates available or research Enhanced Annuities if you have a medical condition.

Investments
Investments ISAs, Unit Trusts, Investment Bonds, OIECs and Funding for Education.
Whether you are investing for Growth or for Income, we will complete your Personal Risk Profile and ensure that both your existing plans and any new plans recommended, match you attitude towards investment risk. We will give regular updates to ensure you are fully informed on the progress of your investments.

Protection
Such As :Term Assurance, Family Income Benefit, Critical Illness Cover, Private Medical Insurance, Income Protection and
Mortgage Protection Cover .
We will study your existing plans and assess your protection needs. We will find plans, with financially strong companies, that offer the cover you need, over the time required, at the most competitive price.

Vision:

Treating our clients in a fair and professional manner is at the heart of the way we work.Your first one hour consultation is free and we will always agree with you, our costs, prior to any further work completed on your behalf.
We ensure that we fully understand your personal circumstances, tax status and personal goals before we make any recommendation. As a result, our clients become better informed, confident and empowered to reach their financial goals.
We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.

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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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