Learn more about our team.
Our team combines deep expertise with a personal approach, ensuring you get advice tailored to your needs.
John has been working in the Financial Planning profession since 2010 and became Managing Director of Ascent Financial Planning in 2023.
Gwilym started in the Financial Planning profession in 2010 and has since gained Chartered Financial Planner status demonstrating that he is at the forefront of the profession, while also serving as a mark of trust for current and prospective clients.
Alongside Gaynor’s husband Steve, Gaynor owned the business and after 44 years in financial services stepped down from being a practising Chartered Financial Planner in March 2023.
Shaun started his career within the retail banking sector at branch level before moving over to financial planning as a client and adviser support administrator to build his knowledge and skill set.
Harrison studied finance through school and did it as one of his A-Levels. Harrison has always wanted to work within the financial sector.
Sammy has over 17years experience with a Highstreet bank. Starting as a cashier at the age of 17 working her way up to become an Operational Manager.