Naomi Kwan

Customer Service Consultant at Ascentric - Bath, N/A, UK

Naomi Kwan's Colleagues at Ascentric
Simon Tedridge

Service Delivery Manager

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Rachel Allen

Head of Digital Transformation

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Alexandra Foote

Customer Service Specialist

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Nick Hood

Head of Proposition Management

Contact Nick Hood

David Wade

Head of Strategic Insight and Analysis

Contact David Wade

Heather Curtis

Head Of Customer Experience

Contact Heather Curtis

Nicky Snow

Business Development Manager (North)

Contact Nicky Snow

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Naomi Kwan's Contact Details
HQ
Location
Company
Ascentric
Naomi Kwan's Company Details
Ascentric logo, Ascentric contact details

Ascentric

Bath, N/A, UK • 250 - 499 Employees
Financial Services

M&G wealth has been built to revolutionise our industry so that advisers and their clients feel empowered to make the best decisions to enable them to invest in a sustainable way.M&G wealth is a new brand that's been developed to join the M&G plc family. We've brought together our Platform (formerly Ascentric), M&G Wealth Advice (including The Advice Partnership) and our M&G Direct businesses to create an innovative wealth proposition.M&G wealth has sustainability and inclusivity at its heart, with planet centric investing becoming part of our DNA, purpose built to disrupt the world of Wealth Management. Founded on the values of transparency and making a positive impact in the world, we want to level the playing field, closing the advice gap to help advisers and their clients reach their goals, whatever their circumstances.M&G wealth will provide tailored advice services, powerful investment solutions and a seamless, tech-enabled experience that fit the needs of a broad range of clients and advisers. We know that everyone has a unique situation and goals, so are developing an innovative service designed for all segments in society.

Wrap Platform Technology Unbiased and unrestricted fund and wrapper choice Transparent charging RDR ready Own branding and white labelling service unbiased and unrestricted fund and wrapper choice Investment platform Simple pricing structure In-house stockbroking service Investment choice Platform support B2B Financial Services Financial Advisory Services
Details about Ascentric
Frequently Asked Questions about Naomi Kwan
Naomi Kwan currently works for Ascentric.
Naomi Kwan's role at Ascentric is Customer Service Consultant.
Naomi Kwan's email address is ***@ascentric.co.uk. To view Naomi Kwan's full email address, please signup to ConnectPlex.
Naomi Kwan works in the Financial Services industry.
Naomi Kwan's colleagues at Ascentric are Simon Tedridge, Rachel Allen, Alexandra Foote, Nick Hood, David Wade, Heather Curtis, Nicky Snow and others.
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