Adviser Services Holdings Limited

What are the potential impacts of the Budget from a Financial Planning perspective? The #ASHLGroup is delighted to welcome Barry Foster, Technical Manager at Nucleus Financial, to the line up of experts for our 'Post-Budget & US Election Reflection' webinar, on Thursday the 7th November at 10am. Barry will dive into the recent Budget announcements and discuss the potential implications from a financial planning standpoint. Sense Network Rockhold Asset Management Lyncombe Consultants Lync Wealth Management Register here https://lnkd.in/etwuMmwA

Following our outstanding growth over the last few years, our Discretionary Fund Management business will now benefit from the partnership with 7IM, a leading investment business ASHL advisers using Rockhold Asset Management’s portfolios will now have unique access to 7IM’s unquestionable investment capability, award-winning platform and market-leading solutions. Rockhold Asset Management Sense Network Lyncombe Consultants #PartnerOfChoice

We’re delighted to announce that we have agreed to acquire Rockhold Asset Management Ltd, broadening and complementing our existing investment management capabilities. This latest acquisition forms part of our growth strategy and will take our assets under management to c£27 billion. To find out more about the acquisition and what this could mean for you and your clients, read our latest press release here: https://lnkd.in/ey-9EqN2 The acquisition is subject to FCA approval. Capital at risk. 

Watch the latest Rockhold Asset Management Quarterly Update with #ASHLGroup Investment Director Stacey Ash. Read the Q3 performance brochure here. https://lnkd.in/eGhjK5E3 #ASHLGroup

We understand that you want to promote your business at a time that suits you, that's why our ASHL Group Network members of Sense Network & Lyncombe Consultants have exclusive access to a suite of white-labelled content as well as bespoke business development learning opportunities designed to suit the needs of our membership and their clients. From social media posts, to newsletters, podcasts and #SoMuchMore Discover the #ASHLGroup

We are delighted to introduce the ASHL Academy Scholarship Scheme, launched in partnership with The Graham Shapiro Foundation— a charity dedicated to advancing mental health, well-being, and empowering ambitious entrepreneurs. This initiative offers an exceptional opportunity for a select group of motivated individuals to join the ASHL Academy programme each year, completely free of charge. Our goal is to nurture talent, provide a platform for innovation, and support the next generation of advice leaders. 💡 Interested in learning more about the programme? Watch ASHL Group Commercial Director, Stuart Cresswell and Founder of the GSF, Professor Graham Shapiro discuss the partnership and the importance of the programme. https://hubs.li/Q02RZ76Q0 #Scholarship #ASHLAcademy #GrahamShapiroFoundation

Another milestone for the #ASHLAcademy In celebration of enrolling over 100 candidates on ASHL Academy courses and with our first cohort graduating over 2024, Adam Owen of NextGen Planners and ASHL Group Commercial Director Stuart Cresswell, sat down to discuss the story of the Academy, reveal our latest prospectus and additions to the programme, highlight why it is vital for financial service institutions to do their part for the future of the industry and hint at what's on the horizon for NextGen and The ASHL Group. Thank you to all of the Sense Network and Lyncombe Consultants member firms who continue to support learners on their qualification journey and beyond! Click the link to watch the interview now. https://hubs.li/Q02RvhH60 #ASHLGroup #ASHLAcademy #NextGen #FinancialPlanning

For this week's Business Development event we are delighted to welcome Phil Bray, Founder and Director of The Yardstick Agency, for a three-part #Marketing masterclass. This week's series is available exclusively for ASHL Group members of Sense Network and Lyncombe Consultants, as well as those taking courses through the #ASHLAcademy. Over the week, Phil will be covering practical guidance on how to efficiently and sustainably grow your brand when building an advice practice, as well as how to drive growth, reach new enquiries and #SoMuchMore. Registration for the events can be found on the Extranet.

Post-Budget & US Election Webinar - 7th November @ 10:00am Join Stacey Ash, Investment Director at the #ASHLGroup, along with an expert panel from Nucleus Financial and LGT Wealth Management, for a reflective session covering the impact of the October Budget and the US election. On the 7th November, Stacey and the team will be hosting a free webinar, considering the areas of interest or concern, that may arise for financial planners and the potential economic and stock market impact. Click the link below to register. #ASHLGroup #RockholdAM #Nucleus #Webinar #Budget #USelection #Election #Economy #LGT #Taxation

Thank you to everyone who attended our #ASHLAcademy event this week in #Knutsford. The session was run by ASHL's Business Development Director Paul Rodgers. Paul has been advising for over 35 years and uses his knowledge to train others on how to ask the right questions to get the information you need from your clients. The goal being to deliver the best outcomes for clients, basing recommendations on giving good advice, not on price. The ASHL Academy is free to members of Sense Network & Lyncombe Consultants, up to Level 4, with significant discount at Level 6. Discover our latest ASHL Academy brochure today. https://hubs.li/Q02Qzggm0 Liam Winstanley FPFS | Sharon Kennedy | Susan Simpson | Sophie Freeman-Myers DipPFS | Chris Mayell | James Ward | Ben Underwood | Brendan O'Brien | Charlotte Burton | Stephen Edge | Blaise Davies