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Personal Financial Solutions
 
 
Overview: 

We are whole of market Financial Advisers and we are able to provide a bespoke personal advice service in all areas of financial planning including:

   Savings & Investments solutions
   Retirement planning & Pensions
   Protection arrangements
   Inheritance & Estate planning
   Whole of Market Mortgage advice

We treat each client individually which ensures that we will look at your specific concerns, responsibilities and ambitions and provide advice that is specific and suitable to you.

We provide an after care service to continually review your products to ensure that as time changes they remain alligned to your ambitions.

We offer a face to face service with our experienced financial advisors in the comfort of your own home or at one of local offices.

John Summers DipFA - Financial Planning Consultant

John has worked in the Financial Services Industry for the past 29 years.  John began his career with Co-Operative Insurance Society where his local patch was Bedford and the surrounding areas as an Insurance Representative.  After firmly establishing himself as one of the company’s top representatives John was offered a new role as a Sales Manager based out of Ipswich with his team serving the Suffolk and Norfolk area.  John had a cherished career with the Co-operative Financial Services up until 2011 when the business re-structured and John decided with this change he would break away himself.

In 2012 John joined a local agency known as ‘PFS’ who are appointed representatives of Openwork Limited.  Openwork are authorised and regulated by the Financial Services Authority.

Throughout his career John has maintained his professional qualifications, most recently obtaining his Diploma in Financial Advice (DipFA).

Away from his work John is massively into his football, still playing for Veterans side Eastern Electricity Old Boys at a fine old age of 53!  He is a lifelong Man Utd fan - boo!   John is a former ITFC season ticket holder where he used to take his son to Ipswich’s home games.

Aside from football, John is a keen fisherman and gym go-er.

He lives in Ipswich with his wife Jennifer whom he has two children with, Neil 25 and Katie 21.


 
 
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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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