Ashley Powles
Chartered Financial Planner at Partridge Muir & Warren Ltd- Claim this Profile
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Bio
Credentials
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Chartered Financial Planner
Chartered Insurance InstituteApr, 2017- Nov, 2024 -
Certificate in Mortgage Advice
Chartered Insurance InstituteFeb, 2015- Nov, 2024 -
Certificate in Discretionary Investment Management
Chartered Insurance InstituteOct, 2014- Nov, 2024 -
Diploma in Financial Planning
Chartered Insurance InstituteOct, 2014- Nov, 2024 -
Certificate in Financial Planning
Chartered Insurance InstituteAug, 2008- Nov, 2024
Experience
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Partridge Muir & Warren Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner
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Mar 2018 - Present
• Provide holistic financial advice to private clients, including investment management, retirement planning, protection and tax planning. • Responsible for managing and recommending bespoke investment portfolios for clients. Experience of numerous investment platforms such as Cofunds, Old Mutual Wealth, Fidelity and Transact. • Responsible for client retirement planning, advising across full range of pension plans. • Experienced in advising on tax planning solutions including use of EIS, BPR and AIM schemes, where appropriate for client needs. • Present formal annual portfolio reviews to clients. Provide economic commentary and full analysis of portfolios using Financial Express statistics. Show less
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St. James's Place – Asia & Middle East
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Singapore
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Financial Services
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300 - 400 Employee
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Technical Manager
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Jan 2016 - Mar 2018
Now responsible for running the technical team within a Principal Partner Practice, focusing on allocating workloads, assisting members of the team with queries, as well as dealing with ultra high net worth clients and associated queries. I hold the CII Diploma in Financial Advising, as well as qualifications in Mortgage Advising and Equity Release. Studying towards Chartered, I hold AF3 (Pensions), AF4 (Investments) and AF5 (Financial Planning), with a view to completing the qualification in 2017. I am due to sit a Later Life Planning exam in February 2017 which qualifies for 30 Advanced Diploma credits, and I have also recently been approved by the FCA with a view to moving towards advising clients directly in the future. Show less
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Senior Technical Advisor
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Feb 2012 - Jan 2016
Having worked within the Practice updating the systems, marketing processes and ensuring the Practice was ready for RDR, I moved into the more technical aspect of financial planning, and now provide holistic financial advice to over 1,000 clients, within a Principal Partner Practice with over £185 million of funds under management. Having worked to becoming Diploma Qualified, I am now responsible for the holistic financial requirements of the ultra high net worth clients within the Practice, and represent their first contact with any queries they have. Fully qualified to complete reports in respect of tax, pension, estate and investment planning, in association with St. James's Place, we also provide detailed fund analysis, and analysis of any plans held outside of St. James's Place by our clients. Attending meetings with the Principal Partner within the Practice, I am undertaking the internal examinations required to become authorised, with a view to moving into an Adviser role in the near future. Continuing on my personal development, I am due to sit AF4 in October, with a view to become Chartered within the next 2 years. Show less
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St. James’s Place
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United Kingdom
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Financial Services
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700 & Above Employee
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Marketing Manager and Client Relationship Manager
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Feb 2010 - Feb 2012
Tasked with bringing the Practice in line with RDR requirements, putting in place new systems to cater for the regular servicing and day to day needs of 1,000 plus clients, as well as developing a marketing strategy to create an 'informed' client bank. Key responsibilities included integrating the new systems with the day to day working of the Practice, classifying each client and subsequently putting into place a servicing proposition for each client, to ensure regular contact, as well as training members the team and assisting in all IT needs. From the marketing side, aim was to make Partner level of business (equating to £125,000 initial commission) from new clients and referrals, on an annually recurring basis. On top of new business figures, Practice was grown to achieve 4x Partner level on an on-going basis. Client retention rate increased to 98%, and fully trained Marketing Department now maintains levels of business and client servicing requirements. My role within the Practice also meant I was the first port of call for all client queries, as well as ensuring market developments and regulatory changes were communicated effectively to the entire client bank. Show less
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KMG Chartered Financial Planners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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Aug 2008 - Feb 2010
Formerly a fully independent financial advisers, I was reasonable for a bank of high net worth clients, and their entire financial planning requirements, including estate planning, pension and investment planning. Daily tasks included meeting preparation on behalf of the Adviser, report writing to include financial recommendations, as well as analysis of circumstances and exiting planning. I was continually in contact with approximately 75 clients on an ongoing basis, building up trusted relationships with each of them over time, and putting in place financial arrangements suited to each of their individual circumstances. Supported by a team of administrators and office personnel, the company was situated in the hamlet of Smallfields, and was surrounded by fields and farmland, providing a relaxed environment to work within. Show less
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Travelling
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Travel Arrangements
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100 - 200 Employee
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World Traveller
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Jan 2008 - Aug 2008
Time away from work travelling the World, visiting Japan, Thailand, Malaysia, Singapore, Australia, New Zealand and the USA Time away from work travelling the World, visiting Japan, Thailand, Malaysia, Singapore, Australia, New Zealand and the USA
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XPS Pensions Group
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United Kingdom
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Financial Services
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700 & Above Employee
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Sales Support Executive
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Jan 2007 - Jan 2008
Working within a small team providing support to ultra high net worth clients within the City location, covering investment and all financial needs. Supporting a number of advisers in meeting and assisting in achieving individual and company sales targets. Working within a small team providing support to ultra high net worth clients within the City location, covering investment and all financial needs. Supporting a number of advisers in meeting and assisting in achieving individual and company sales targets.
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Capita
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Senior Pensions Administrator
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Jun 2005 - Jan 2007
Senior pensions administrator overseeing a team of administrators. Responsible for daily, monthly and annual team targets being achieved, as well ensuring quality and accuracy of work of the team. Senior pensions administrator overseeing a team of administrators. Responsible for daily, monthly and annual team targets being achieved, as well ensuring quality and accuracy of work of the team.
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Education
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2001 - 2004
University of Reading
2:1 (hons), Management Techniques, Marketing, International Business and Banking, and Accountancy -
1993 - 2000
Whitgift Boys School, Croydon
GCSE's and A Levels (Business Studies, Electronics, Geography and English Literature), A-C -
1989 - 1991
Downsend School, Leatherhead
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