Simon Trainor is the Director of Ascent Wealth Management Limited and is a fully qualified Financial Adviser, holding a Diploma in Financial Planning. He started his career working for a large UK bank, giving advice to the bank's clients.
Simon takes pride in offering a professional and friendly advice service and dedicates his time to building lifelong relationships with his clients. With over 20 years’ experience in the financial services industry, he provides a wealth of knowledge and expertise in all areas of financial planning.
He joined Prudential in 2015 and, after four successful years’ as an adviser with Prudential Financial Planning, he set up his own business, still backed by the strength and credibility of Prudential, with M&G Advice. Simon continues to provide a high level of service to his existing clients, while always looking to develop new relationships with new clients.
Outside of work, Simon has two young children Harry and Jack. His hobbies and interests during any free time include playing golf and hiking.
Chris Nock is a fully qualified Level 4 Financial Adviser, holding a Diploma in Financial Planning. He started his Financial Services career working for a large UK bank on their Graduate Scheme and has nearly 30 years Financial Services history.
Chris has always taken pride in offering a professional and personal service to his clients and this has meant he’s developed strong relationships that continue today, often involving 2nd and 3rd generations of the same family.
Outside of work, Chris takes full advantage of living in Cardiff, watching Rugby, Cricket and Football when possible.
Rhys Lewis is a fully qualified Financial Planner, holding a Diploma in Regulated Financial Planning. He began his career in Financial Services with a clear ambition to progress into financial advice and has since been affiliated with M&G over the past two years. Throughout this time, Rhys has shown strong commitment and dedication to developing his knowledge, progressing through his professional qualifications and continually building his expertise within the industry.
Rhys’ knowledge and experience place him in a strong position to help clients work towards their financial goals, providing support and guidance at every stage of their financial planning journey. He believes that effective financial planning is not simply about products or investments, but about understanding what truly matters to people and creating a clear path towards achieving their long-term objectives.
In his spare time, Rhys enjoys keeping fit and active. He regularly trains in the gym and takes part in amateur boxing, alongside enjoying a round of golf whenever he gets the chance. He also values spending quality time with friends and family.
Ascent Wealth Management is an appointed representative of M&G Advice Partners Limited. M&G Advice Partners Limited is authorised and regulated by the Financial Conduct Authority. M&G Advice Partners Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.