Simon Trainor

Simon Trainor

Ascent Wealth Management Ltd

Minimum savings/pensions: Over £50,000

0330 038 8938
Based in Newport
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Top Rated 2026
Verified since: September, 2023
4.8 out of 5

105 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 September 2026

    Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Simon has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 November 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

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About

I am an experienced Financial Adviser and Director of Ascent Wealth Management Ltd. I have been a Financial Adviser for over 15 years and worked within Financial Services for over 25 years and have seen first hand how quality financial advice makes a significant difference to peoples lives and supporting their journey is a fulfilling benefit. At Ascent Wealth Management Ltd we provide expert financial advice that delivers bespoke financial solutions to meet our clients’ individual needs. We truly tailor our advice to each client by taking the time to really understand what is important to them. Our advisers are qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers – this is known as a restricted advice service and includes a range of: ● Investments, Pensions and flexible income (also known as drawdown) products from Prudential, including through the M&G Wealth Platform ● Guaranteed income (also known as an annuity) and protection products from a number of selected providers (these providers may change from time-to-time – a list of the current providers can be provided on request) ● Discretionary managed portfolios from the M&G Wealth Model Portfolio Service ● ISAs and OEIC (Open Ended Investment Company) funds from Standard Life, Link Financial Investments Limited and M&G Investments