Freedom. Choice. And a lifestyle you want to live.

Financial planning that focuses on more than just money.

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It’s all about you

Imagine having the freedom to spend more time doing the things you love. Life would be more rewarding, more exciting but most importantly, more fulfilling. Yet, like most people, it’s our finances that stop us from reaching new heights.

My name is Ashley Waddington and I’m here to change that. Whether you’re feeling a bit lost with your finances, or you have a set goal in mind, I’ll help you make intelligent financial decisions towards achieving your aspirations.

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Money is a great asset to have but, only if you know how to use it

This is how my approach differs. Conventional financial advice focuses on the numbers, while I’ll focus on you. Where have you been, what have you done, and where would you love to get to in life?

Whether it’s planning your retirement, starting a savings strategy or creating a legacy for the next generation, I’ll start by finding out what matters to you and create a financial plan around that..

How it works

Our Services

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Pensions & Retirement Planning
Pensions & Retirement Planning

Do you have a particular lifestyle you want to live during your retirement? I can help you to maximise your pension pot to reach your retirement goals.

The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.

Past performance is no guarantee to future performance.

Savings & Investments
Savings & Investments

Make smart investments, balance risk with reward and make your money work for you.

The value of investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.

Past performance is no guarantee to future performance.

Inheritance Tax Planning
Inheritance Tax Planning

Protect your assets and keep what’s rightfully yours in the family.

The Financial Conduct Authority does not regulate Inheritance Tax Planning.

Protection Insurance
Protection Insurance

From critical illness cover to life insurance through to income protection, I’ll help you to keep your family protected from whatever the future brings.

Kind words from clients

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Mary

“Having that trust in someone, someone who’s making suggestions, thinking about you on your behalf and giving you the facts to buy into things, is really valuable.”

John

“Ashley is obviously very knowledgeable. He explains things in plain English, not financial gobbledygook.”

Mike and Claire

“Ashley is more than just a money cruncher, he also cares about you and your family.”