The Ascentia Team
Meet your financial planning guides
As your financial planning guides, we take the time to understand you and your objectives. When you work with us, you will be dealing with real people, whether it’s over the phone, via video chat or face to face.
Our team brings an enviable amount of knowhow and a broad range of professional qualifications to the table. At Ascentia we pride ourselves on getting the best people. We want to have a cohesive team that works together to help all our clients achieve their goals.
Our senior financial advisors work with you to tailor a living financial plan that maps out your pathway toward achieving your short & long term objectives. Our guides will be there with you to help keep you on the right track over the years to come.
Schedule an appointment to meet our trusted team. We look forward to meeting with you!
Relationships that matter
Ascentia approaches every situation based on your needs first.
We can help you source and we will also collaborate directly with your accountant, solicitor, mortgage broker or real estate agent to ensure your plan stays on track. We will make adjustments as necessary when your lifestyle, goals, or financial landscape changes.
Life is unpredictable but we will make sure to watch your plan so you can sit back and ride out the twists and turns with ease.