We make Financial Life easy

Ascend have over 30 years experience advising sports and entertainment professionals, executives and entrepreneurs

We Understand:

How busy our clients lives are and how little time they have to manage their own financial affairs.
The career paths and irregular income patterns that can exist and the difficulties that arise in managing money during these periods.
The balance required to juggle family life, careers and money whilst focussing on being successful and maximising earnings.
The short-term nature of careers for sports professionals and the difficulties that some players can experience when transitioning away from football after they retire.

How we Help You

Why do you need us?

  1. You want to improve your finances.
  2. The cost of getting it wrong is too high.
  3. You do not have the time to do it yourself.
  4. You do not have the systems in place to always make good decisions.
  5. You need someone who will be objective in good times and bad.

What do you want to achieve?

  1. Financially set for life.
  2. Invest your wealth smarter.
  3. Minimise your lifetime taxes.
  4. Avoid pitfalls and mistakes.
  5. Sound counsel every step of the way.

How we will help you?

  • Access to unlimited advice.
  • Manage planning and investment strategies.
  • Monitor progress towards goals.
  • Regular meetings.
  • Wealth administration.
  • Proactive contact with relevant updates.
  • Working with third parties.

Owners

Lee Warman FPFS Cert SMP

Lee has over 30 years’ experience in financial services and works predominantly with sports and media professionals. Lee is a qualified Chartered Financial Planner and Fellow of the Chartered Insurance Institute (CII).

 

Chartered mark. logo

Aaron Erişkin Chartered MSCI RLP

Aaron has over 20 years’ experience in financial services working with sport and entertainment clients, professionals and entrepreneurs.Aaron is a Chartered Financial Planner.

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Authorised and Regulated by the Financial Conduct Authority. Registered in England & Wales No. 12821526.
Registered Address: Acre House 11-15 William Road, London NW1 3ER.