Roland Ashdown

WORK HISTORY

EDUCATION

SKILLS

ABOUT ROLAND ASHDOWN

I believe financial planning should feel personal, not transactional.As an Associate Partner at St. James’s Place, I work with individuals, families, and professionals to help them make confident, informed decisions about their financial future. My practice is built on four guiding principles—Clarity, Empathy, Trust, and Intentionality — which shape every conversation, recommendation, and review.Before launching my practice, I spent decades helping clients navigate complexity, and put in place methods and means to adapt to, and embrace, change. That experience now informs how I guide clients through life’s financial decisions — whether they’re planning for retirement, navigating your own changes, or simply seeking peace of mind.I offer advice across a range of areas including:* Protection* Retirement planning* Savings and investments planningMy approach is thoughtful and collaborative. I take time to understand what matters most to each client, then tailor strategies that align with their goals, values, and aspirations.If you’re exploring financial advice and want to work with someone who listens first and advises second, I’d be glad to connect. Or if you just have a financial niggle at the back of your mind and don’t know who to talk to about it, then I’d love to hear from you. Book a discovery call (https://calendly.com/roland-ashdown-sjpp/30min) Follow for insights and updates🤝 Or simply reach out—I’d love to hear your storyI am based in North Wiltshire with SJP\'s Newbury location as my base. But geography does not dictate the clients I serve.The Partner 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). The title ‘Partner’ is a marketing term used to describe St. James\'s Place representatives.SJP Approved 21/08/2025