Ashley Cox
APFS
Ashley started his Financial Services career with the Halifax in 2006, before joining St. James's Place in June 2014.
Ashley’s primary focus with his clients is goals-based financial planning, helping individuals and their families establish and set their long-term objectives before forming a suitable strategy to give the family the best chance of achieving them.
He is of the belief that inter-generational planning is more important than ever, and quite often advises all levels of the family tree to help ensure that monies flow down the generations in the most efficient way.
Specialisms:
About
Financial planning can be complex, but Ashley’s aim is to present the necessary information to each client in a clear and concise manner to ensure that each aspect can be fully understood. He has found over the years that this approach is valued highly by his clients which is demonstrated by the fact that the majority of his new clients are introduced to him through personal recommendations.
Ashley is supported in the office by his wife Katie who also has many years’ experience within the Financial Services industry.
Outside of work he enjoys long walks with Katie and their two children Laila and Olly, as well as going to the gym and watching football when time allows.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
