Ascent Financial Planning Limited - Saint Asaph

Ascent Financial Planning Limited: A Comprehensive Overview

Ascent Financial Planning Limited is a distinguished financial planning firm dedicated to providing comprehensive and personalized advice to individuals and families. Situated at Unit 93, Ascent Financial Planning Limited, St Asaph Business Park, Business Pk Bowen Ct, Saint Asaph LL17 0JE, United Kingdom, the firm operates with a commitment to building long-term relationships based on trust and expertise. With a readily accessible phone number – 1745585474 – and a user-friendly website – ascentfp.co.uk – Ascent Financial Planning Limited offers convenient access to its services and resources. The firm specializes in a wide array of financial planning services, catering to diverse needs and goals.

Specialties and Services

At its core, Ascent Financial Planning Limited functions as a financial planner, offering a holistic approach to financial well-being. They specialize in guiding clients through complex financial decisions, encompassing retirement planning, investment management, inheritance tax planning, and estate planning. The team’s deep understanding of the financial landscape, particularly concerning pensions, savings, and tax implications, allows them to provide tailored strategies designed to optimize client outcomes. Furthermore, the firm recognizes the importance of ongoing support and regularly reviews client plans to adapt to evolving circumstances and market conditions. They pride themselves on offering online appointments, providing flexibility and convenience for clients. Additionally, on-site services are available, ensuring a personalized and attentive experience for those who prefer face-to-face consultations. The firm's commitment to accessibility is further demonstrated by its wheelchair-accessible car park and wheelchair-accessible entrance, ensuring inclusivity for all clients.

Location and Accessibility

The firm’s location within the St Asaph Business Park provides a professional and modern environment. The accessibility features, including a wheelchair-accessible toilet, reflect a genuine dedication to inclusivity and ensuring that all clients can comfortably engage with the firm’s services. Clients are encouraged to schedule appointments in advance to guarantee availability, highlighting the value placed on personalized attention. The firm’s dedication to convenience can be further appreciated through the availability of online appointments, extending access to clients beyond geographical constraints.

Client Feedback and Reputation

Ascent Financial Planning Limited has garnered overwhelmingly positive feedback from its clients. The company maintains 18 active reviews on Google My Business, each reflecting a 5/5 average opinion. This exceptional rating underscores the firm’s dedication to client satisfaction and its commitment to delivering exceptional service. Several reviews emphasize the team’s approachable nature, describing them as ‘friends as well as advisors’ and highlighting their ‘down-to-earth, good honest people’ approach. Clients consistently praise the team’s profound knowledge of the financial world, specifically referencing their expertise in pensions, savings, and tax issues. One client commented on the ‘phenomenol’ knowledge of Steve and Gaynor, and the team’s ability to provide ‘clear, concise and honest financial advice.’ The consistent feedback speaks volumes about the firm's core values and its dedication to building strong, trust-based relationships with its clientele. It’s clear that clients appreciate the team’s commitment to providing clear and understandable guidance, a hallmark of their service.

Key Features and Benefits

• Comprehensive Financial Planning: A holistic approach to all your financial needs.
• Experienced Professionals: A team of highly qualified and knowledgeable financial planners.
• Personalized Service: Tailored strategies designed to meet your unique goals.
• Accessibility: Wheelchair-accessible facilities and online appointment options.
• Trust and Integrity: A commitment to ethical practices and client confidentiality.

In essence, Ascent Financial Planning Limited represents a reliable and professional partner for individuals seeking sound financial guidance. Their dedication to accessibility, combined with their proven expertise and client-centric approach, positions them as a leading provider of financial planning services in the region. The company’s focus on building long-term relationships and providing clear, honest advice further solidifies its reputation as a trusted advisor.

👍 Reviews of Ascent Financial Planning Limited

Raymond K.

5/5

We have been clients of Alchemy for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

stuart T.

5/5

Steve and Gaynor are an absolute pleasure to deal with, down to earth, good honest people. Their knowledge of the financial world is phenomenol, pensions, savings, tax issues they are excellent. Wouldn't hesitate to recommend them to anyone looking for clear, concise and honest financial advice.

Thomas C.

5/5

I have been a client of Alchemy Advisory Services for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

Robin K.

5/5

It's rare to find people like the team at Beaufort Financial, who take the time to really understand what you need and where you want to go. Stephen and Gaynor always present us with clear and concise information. They are a pleasure to do business with.

Tim L.

5/5

The personalised service we've received from Gaynor and her team over the years has been exceptional. With her expertise, reassurance, and encouragement we have been able to enjoy early retirement without worry.

Olwen J.

5/5

Gaynor has organised our finances efficiently over many years enabling me to enjoy early retirement. She is friendly and approachable as well as being extremely knowledgeable.

Stephen P.

5/5

We used these guys after making a very bad investment after being ill advised.
From the word go we left it all to Gaynor and Steve we only had to send all our documents and any correspondence we had to their office and after a lot of hardwork behind the scenes we got the result we wanted all our investment back and a bonus of a compensation pay out a job well done and would recommend their services to all who may need them.

David K.

5/5

We have been clients of Alchemy for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk with Alchemy about their financial planning requirements.