Ascent Wealth Management

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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”.

Testimonials

November 2020

I have been dealing with Simon for a while now, he has always answered my questions openly, he has always offered honest and accurate answers and information to queries. He lead me through the process of setting up my pension, he was very professional throughout the whole process.  He is available to answer any queries I have via text or email. The information he offered was very factual with lots of data, facts and figures. He showed lots of patience.

November 2020

I first met Simon in Q4 of 2018 to discuss my company pension.  At no time did I feel pressured and clear and concise information was given at all times.  Simon has always been available to answer questions, he keeps in touch on a regular basis and he has proved a pleasure to deal with.  I have recommended Simon to a number of colleagues and will continue to do so.

August 2019

Simon Trainor has been handling my financial and pension planning for several years now, and in that time I have always found Simon to be very reliable and knowledgeable in all our conversations and communications.  I trust his judgements and advice unreservedly, as both are always well-researched, very sound and, above all, easy to understand and straightforward in an industry which seems rather a minefield for those without experience within it.

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Simon Trainor

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.