Ashley Cox

Chartered Financial Planner & Later Life Specialist

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.

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.