What we do
Ascent Wealth Management advises and provides long-term support to personal and business clients. We help clients plan their financial future and work closely with them to achieve their financial goals.
Personal
- Investment planning
We determine the best investment strategy for you, then implement and monitor your progress to help you reach your goals. - Retirement planning
We answer your questions about retirement and implement solutions. - Estate planning
We help you align your portfolio in the most efficient way to minimise estate duty. - Risk planning
We help you ensure that you and your family are provided for should you die or become disabled. - Healthcare
We help you identify which health cover is right for you.
Business
- Business Assurance
Key-man insurance, Buy & Sell and staff retention solutions - Employee Benefits
Employee retirement funds, risk funds and health schemes.
