I have worked in finance for the last 12 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 and thrive on working with indivduals and small business to identify goals, and then help them plan to achieve those goals by 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, Birmingham and Bath.
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 12 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.
I have had the pleasure of meeting Jon at a few of my local 4N meetings since joining and would highly recommend him to everyone. Jon is very approachable, friendly and polite and has also helped me make connections to potential clients. Thanks Jon!
How many IFA's have I met in 7 years in 4N??? So why of all of them have I chosen Jon to be my IFA? Ask me and I'll tell you! Top man plus very knowledgeable too!
Jon and I have had some mutual clients and all of them have told me how approachable he is. He gives full attention to all his clients and I have only heard good things about the high standard of work that he does.
|Last online||17th Oct 2018|
|Member since||13th Jun 2013|
|Number of testimonials||4|