Our advice, your choice

With so many factors contributing to a sound investment, it’s important to have confidence in the decisions you’re about to make. We understand how important this relationship is, which is why Ashcourt Rowan advisers always work on a consultative basis. Our recommendations are based on years of savings and investment expertise – but we always respect that the final decisions are yours. It’s our advice, your choice.

Whether you are just starting out, and looking at savings or investments for the first time, or you’re an experienced investor with an established portfolio – Ashcourt Rowan can help. Our aim is to provide services that help you manage your money efficiently to achieve your goals.

We also offer regular ‘financial health checks’ to all our clients, which could potentially improve the levels of return on your current savings and investments. As an Ashcourt Rowan client, we can help you:

• Establish the level of risk you’re willing and able to take with your money
• Identify your current financial resources and investment objectives
• Make sound investment decisions, with the ongoing support of our expertise
• Arrange an investment management service, if suitable for you. Usually, this is provided by Ashcourt Rowan Asset Management.

We will recommend the most suitable solution that will help you meet your investment objectives. We’ll also work with you to make sure you have confidence in every decision.

Whilst Ashcourt Rowan Financial Planning is independent when advising on 'packaged products', where it is identified that a discretionary portfolio management service is suitable, we will normally recommend the Ashcourt Rowan Asset Management discretionary management service.