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Private Client Advice

Ascent Private Clients; Key Services

Our Key Services include;

Wealth management

Investment portfolio planning and review

Pension planning for individuals and companies

Post-retirement pensions incl. phased retirement and annuity deferral

Self-Invested pensions incl. share and property purchase using pension funds

Pension transfers

Inheritance tax and succession planning

Risk management including life cover, critical illness and income protection

Financial planning using trusts

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