Excellence in everything we do

The Chartered status reflects the firm's commitment to achieving excellence in qualifications, professional development, ethics, and, most importantly, client outcomes.

Investing in Equities

Investing in equities means buying stocks and shares in companies listed on the stock exchange. Historically this brings greater rewards than investing in bank accounts and bonds as you have the possibility of gaining not only a dividend - a proportion of the company's after-tax profits distributed to shareholders - but also a capital appreciation. If the price of the shares goes up after you buy them then – on paper - you have made a capital gain.

But with these increased rewards comes greater risk as the value of shares can go down as well as up, which means you risk losing your investment if the value of your shares falls.

Get in touch

For independent, personalised financial advice, contact us today. Our expert advisers are ready to assist you.

!

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

Ascent Financial Planning - Request a call back

Request call back.

or call us
01745 585 474
 
Unlock the answers you seek- the best solutions often start with the right questions!

FAQs

Latest Company News.

  • Lifestyle Financial Planning Guide for Families

    Oct 13, 2025

    Are you considering lifestyle financial planning for your family?

  • The Role of Cashflow Modelling in Living Your Best Life

    Oct 13, 2025

    Cashflow modelling can help keep your financial plans on course, even as your life circumstances and objectives change.

  • Do You Have Enough? Understanding 'enough' in Financial Planning

    Sep 05, 2025

    How much is enough will vary from person to person. It will mean something different to everyone. It isn’t about how much will be enough for to...

  • How to Make Smarter Life Decisions Using a Lifestyle Financial Planner

    Aug 18, 2025

    Lifestyle financial planning is a holistic approach to planning your finances, going above and beyond traditional forms of financial planning.

  • Lifestyle Financial Planning Guide for Families

    Oct 13, 2025

    Are you considering lifestyle financial planning for your family?

  • The Role of Cashflow Modelling in Living Your Best Life

    Oct 13, 2025

    Cashflow modelling can help keep your financial plans on course, even as your life circumstances and objectives change.

  • Do You Have Enough? Understanding 'enough' in Financial Planning

    Sep 05, 2025

    How much is enough will vary from person to person. It will mean something different to everyone. It isn’t about how much will be enough for to...

  • How to Make Smarter Life Decisions Using a Lifestyle Financial Planner

    Aug 18, 2025

    Lifestyle financial planning is a holistic approach to planning your finances, going above and beyond traditional forms of financial planning.

01745 585 474
93 Bowen Court,
St Asaph Business Park,
Denbighshire
LL17 0JE.

Get directions

info@ascentfp.co.uk