Ascent Wealth Management
Simon Trainor is the Director of Ascent Wealth Management Limited and is a fully qualified Financial Adviser, holding a Diploma in Financial Planning. He started his career working for a large UK bank, giving advice to the bank's clients.
Simon takes pride in offering a professional and friendly advice service and dedicates his time to building lifelong relationships with his clients. With over 20 years’ experience in the financial services industry, he provides a wealth of knowledge and expertise in all areas of financial planning.
He joined Prudential in 2015 and, after four successful years’ as an adviser with Prudential Financial Planning, he set up his own business, still backed by the strength and credibility of Prudential, with The Advice Partnership from Prudential. Simon continues to provide a high level of service to his existing clients, while always looking to develop new relationships with new clients.
Outside of work, Simon has two young children Harry and Jack. His hobbies and interests during any free time include playing golf and hiking.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Wesley Harris is a fully qualified Financial Adviser at Ascent Wealth Management Ltd, with a Diploma in Financial Advice. Wes has been working in financial services since 2007, with a wide range of experience in all areas of financial planning.
Wes began his Prudential career in 2020, before joining Ascent Wealth Management Ltd in 2021. He enjoys meeting clients and developing long-term relationships to fully understand what they need to help them achieve their financial goals. He aims to cuts through the complexity of financial advice, while providing a first class, professional service at all times.
In his spare time, Wes enjoys spending time with family and exploring the great outdoors. For his sins, Wes is a keen Cardiff City FC supporter.
Wes has been a great help on my road to retirement and I am in a much better position than I would have been without his input. I would recommend his services and those of the company as a whole.
I found Wesley to be polite, professional and prompt.'
Ascent Wealth Management is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.