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Ashley Mount

Paraplanner

Ashley graduated from the University of Greenwich in 2006 with a degree in Business Administration.  Since then he has worked in various roles in financial services covering sales, client support and compliance functions.

Ashley joined Wingate Financial Planning in May 2017 initially providing support to Alistair Cunningham and then to Matthew Bond.  He moved into a Paraplanning role in October 2019, and has now successfully achieved his Diploma in Financial Planning and is working to eventually achieve Chartered status.

Ashley lives in Redhill and enjoys most sports, in particular Rugby, Football and Cricket, going to the gym and spending time with friends and family.

Qualifications

    • CF1 – UK Financial Services, Regulation & Ethics
    • FA2 – Pensions Administration
    • R01 – Financial Services, Regulation & Ethics
    • R02 – Investment Principles and Risk
    • R04 – Pensions and Retirement Planning
    • R05 – Financial Protection
    • R03 – Personal Taxation
    • R06 – Financial Planning Practice

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