“I cannot begin to describe how valuable Ash’s advice and guidance has been for me. It has categorically transformed my business. There has been a phenomenal shift in my mind-set since attending Ash’s seminars and in particular, the MMS course. Like so many small business owners starting out on their own, I really undervalued my time. I have always been technically very good at what I do but I wasn’t aware that I had some limiting beliefs holding me back!
Thank goodness I met Ash when I did because my business has gone from strength to strength owing to his guidance and straight-talking.
When I first met Ash, my minimum fee for portfolio management and financial planning was £500 per annum, per client. At that time, I did not have a clear vision for my business and I did not understand about positioning or how to stand out in a crowded market.
Today, I am pleased to say that I have a very clear business proposition, which my clients really value. I work with a select group of high net worth individuals who seek a personalised service because, typically, they have more complex financial affairs. Since I have fewer clients than I originally planned and because my overheads are low, I can really take my time with my research and advice, which ensures that it is of a very high standard. I can spend more time with my clients, monitor their portfolios more often and I can be much more proactive compared to when I worked in the corporate world. My annual fees now range from £4,000 to £12,000 per client.
Ash, I cannot thank you enough. What you have done for me and so many other business owners has been life changing! Thank you for being so generous with your time and for sharing your experiences. It is very much appreciated!” Louise Pepper
If you like what Louise has said, try a taster session for yourself. Look here!