Become a Client

Delivering Stress Free financial life management

Ascend Wealth

Creating a unique financial plan tailor made for you.

Access to unlimited advice.

Delivering Stress free financial life management.

Becoming a client

We take our clients through a simple three step process at our expense. There is no obligation to proceed.

Introduction call

Are we a good fit?

A 15 minute phone call will give us both a chance to make sure your situation matches our expertise.

Exploration meeting

Getting to know you

The goal of this meeting is to get perfectly clear on your requirements and your unique financial situation.

Strategy meeting

What we can do for you

We will explain simply and clearly, exactly what you need to do to achieve your financial goals and how we will help you to achieve this.

Our service

We provide three distinct service offerings.

Private client

By invitation only.

Typically suited for elite athletes, entertainers and entrepreneurs.

For clients with multiple assets and complex financial planning requirements, that need help with all aspects of their personal and business affairs.

Wealth planning

Typically for Established professional and Clients near or in retirement.

For clients, who need ongoing support and advice, with more complex financial planning requirements.

Foundation client

By invitation only

Early stages of career earning up to £250k+

For clients starting out, with straight-forward requirements who need advice to build a solid financial foundation.

Investment management

We are passionate about investing

Being an independent advisory firm, we are able to offer our clients a high quality investment proposition that puts their needs first.

We believe that a successful investment strategy is built on science, not speculation, so we adopt a research driven approach that is drawn from the work of academics and Nobel prize winners.

The outcome is that we can carefully manage controllable risks and deliver a consistent investment journey.