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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”.

Chris supports the day to day running of the business assisting in various administrative support functions and is currently working towards becoming a Level 4 qualified Financial Adviser via the Chartered Insurance Institute. He started his career in Financial services nearly 30 years ago and has been a regulated Mortgage Adviser for last 20 years before joining Ascent in May 2023.

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.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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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.