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- Simon Trainor
- Tim Wills
- Emily Jones
- Chris Nock
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”.
Tim is a qualified financial adviser holding the Diploma for Financial Advisers from the London Institute of Banking and finance, who also provide his Statement of Professional Standing.
After serving in the Royal Air Force and reading for a business degree, Tim started work in the financial services profession and secured his first advisory role with Alliance & Leicester in 2003. Since this time Tim has continued to work in the financial services, property and business sectors until joining Ascent Wealth Management in July 2024.
Tim believes that building a long-lasting relationship with clients and becoming their trusted advisor, focusing on holistic financial planning is the key to helping individuals and families make better informed financial decisions and have a plan for the future.
Outside of work Tim plays golf to a low standard and likes to paddle board when the weather is warm enough.
Emily joined Ascent Wealth Management after gaining her Diploma in Regulated Financial Planning with the M&G Wealth Advice Academy. As a Financial Planner, she looks forward to building long-term relationships with clients and is passionate about understanding what is important to them. She offers holistic financial advice across all financial planning areas in order to help clients achieve their goals.
Emily has nearly a decade of experience working in financial services and previously worked for Development Bank Of Wales.
Outside of work, she enjoys spending time outdoors, visiting new places and spending time with her partner and family.
Qualifications: DipPFS, MSc Financial Services Management, BSc Psychology
Chris Nock is a fully qualified Level 4 Financial Adviser, holding a Diploma in Financial Planning. He started his Financial Services career working for a large UK bank on their Graduate Scheme and has nearly 30 years Financial Services history.
Chris has always taken pride in offering a professional and personal service to his clients and this has meant he’s developed strong relationships that continue today, often involving 2nd and 3rd generations of the same family.
Outside of work, Chris takes full advantage of living in Cardiff, watching Rugby, Cricket and Football when possible.
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