I have worked in finance for the last 10 years and as an Independent Financial Adviser I advise on a wide variety of areas. I am one of those annoying people who loves their job by thriving on working with indivduals and small business to identify goals, helping them plan to achieve those goals and building a relationship founded on trust and regular contact.
I predominantly help clients in the the pursuit of wealth creation, growth and preservation. Most of my clients reside in the South Wales areas of Cardiff, Caerphilly and Penarth along with much of the M4 and M5 corridors such as Bristol and Birmingham.
I set up Ashcroft Wealth in in 2016 having worked as part of a large wealth management company for 4 years and having found that clients preferred a more down to earth approach to reviewing their financial planning. In my first year as an IFA I was honoured to be awarded the new adviser of the year and have not looked back in the constant pursuit of client service and honest advice.
I help clients primarily in the areas of:
Wealth Protection- ensuring the family and/or business is protected.
Wealth Creation- working with clients to isolate goals and put in place the appropriate plans.
Wealth Management- managing existing investment plans and ensuring they stay appropriate.
Estate Planning- helping clients to efficiently pass wealth through the generations.
Long Term Care Planning- helping families to plan effectively where long term care is required.
Having accumulated over 10 years' experience across the finance industry I chose 2plan wealth management to assist me in continuing to build a stable and sustainable business as they are committed to remaining fully independent. This, along with a safe environment and a strong control over risk, allows me to provide the highest level of service possible.