Ascent Financial Planning

Ascent Financial Planning is an independent financial adviser firm offering financial advice to individuals and businesses in North Wales, Cheshire, and surrounding areas. They provide financial planning services to assist clients in achieving their financial goals.
  • Savings
  • Pensions
  • Protection
  • Investments
  • Auto Enrolment
  • Long-term Care

Size
Small
Phone
01745 585 474
Email
Available in Endole App
Digital Popularity
Social Media
Competitors
atomos
atomos is a financial planning and investment management firm that provides a range of services to help individuals, families, and charities achieve their financial goals.
Celtic Financial
Celtic Financial is a chartered financial planning firm that offers independent advice across various financial services including pensions, mortgages, and investments.
RPG Chartered Financial Planners
Established in 2000, RPG Chartered Financial Planners provides reliable and independent financial planning services to individuals and businesses across the UK.
Company Details
Ascent Financial Planning is operated by Sandringham Financial Partners Limited and is a Active company incorporated on 10 April 2012 with the registered office located in Huddersfield, West Yorkshire. Sandringham Financial Partners Limited was registered 13 years ago.

Status
Active
Size
Unreported
Directors
6
Age
13 years old
Employees
Unreported
Turnover
£29.59M
Total Assets
£10.51M
Cash in Bank
£8.98M
Total Liabilities
-£3.77M

Director • Non Executive Director • British • Lives in UK • Born in Jul 1965
Director • Chief Executive Officer • British • Lives in Scotland • Born in Nov 1971
Director • Compliance - Financial Services • British • Lives in England • Born in Apr 1980
Director • Chartered Accountant • English • Lives in England • Born in Jan 1978
Director • British • Lives in UK • Born in Mar 1967
Teams
All
4
Consulting
1
Management
1
Other
2
Head Of Operations • Joined May 2024
Head Of Advice Process • Joined Jan 2025
Chartered Financial Planner / Managing Director • Joined Mar 2023
Chartered Financial Planner & Managing Director • Joined Mar 2023
Chartered Financial Planner & Managing Director • Joined Mar 2023
Head Of Operations • Joined May 2024
Head Of Advice Process • Joined Jan 2025
Chartered Financial Planner / Managing Director • Joined Mar 2023