Company Information

Get to know Ascendancy Planning

Ascendancy Planning is an independent financial advisory firm based in the UK. As Chartered Financial Planners, they offer comprehensive and personalized financial planning services designed to help clients achieve their long-term life and financial goals. Their core services include retirement planning, investment management, estate and inheritance tax planning, and financial protection. The company emphasizes building long-term client relationships based on trust and a deep understanding of individual circumstances. They are authorized and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Financial Advisement
Financial Other Service

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Ascendancy Planning

Australia

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.