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Ascent Financial Consulting

Ascent Financial Consulting are a boutique firm of chartered financial planners working in the heart of Leamington Spa. We aim to deliver high end, specialist advice on wealth and tax strategies, investment planning and corporate pensions.


Key to Ascent’s success is the idea of specialisation. All financial planners are directors who commit to the board to develop expertise in their chosen field; private client tax and wealth strategies; investment planning; and employee benefits. The result is a new client being appointed to one director but who can expect to benefit from the expertise of others during the course of his lifetime with Ascent. We believe that specialisation results in greater expertise and that this translates into Ascent making better decisions on your behalf.

Private Client Services

For independent, expert advice on tax, wealth and investment strategies.

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Corporate Services

For high end consultancy on issues relating to employee benefits.

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Working with Ascent

Ascent welcomes new enquiries from individuals and companies regarding the range of services it offers.

An initial meeting is arranged at a time and location convenient to us both. It is held at our expense – you will not be charged for it – and is without obligation. This gives us both the opportunity to decide if it is worthwhile taking things further.

The Team

Regulatory Statement

Registered Office: Prospero House, 4a Dormer Place, Leamington Spa, Warwickshire, CV32 5AE.
Ascent Financial Consulting Limited (FRN: 976255) is an appointed representative of PFM Associates Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales: 13648466

Ascent’s clients have access to the Financial Ombudsman Service (FOS), there may be access restrictions for larger corporate entities. A link to the FOS website can be found below.

© 2024 Ascent Financial Consulting Limited. All Rights Reserved.