Prospera Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
Ashley started his Financial Services career with the Halifax bank in 2006 in Sheffield before joining St. James's Place Wealth Management in June 2014.
As an adviser, Ashley provides a holistic, high level financial planning service to both corporate and private clients with bespoke, face-to-face advice which also has the backing of a FTSE 100 company through the St. James’s Place Guarantee.
He specialises in offering expert advice in:
Estate Planning and Inheritance Tax Mitigation
Personal and Business Protection
Later Life Planning
The majority of Ashley’s new clients are referred to him through personal recommendations and introductions from other professional services. He also looks after the personal finances of a great number of law partners and associates.
Financial planning can be complex at times, and Ashley’s aim is to present the necessary information to each client in a clear and concise manner to ensure that every aspect is understood. This, coupled with the desire to build and maintain ongoing relationships, reinforces the commitment he has to intergenerational financial planning for families and businesses.
Outside of work Ashley is a fan of watching football and enjoys family time with his wife Katie and two young children.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Prospera Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC397369. Registered Office: Bubnell Hall Offices, Bubnell Hall, Bubnell Lane, Baslow, DE45 1RL. View the Members of Prospera Wealth Management LLP.