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The ASHL Group of Companies

A top six advice distribution service and the Partner of Choice for UK Financial Planners.

#BuildingValue

ASHL and its subsidiary companies are owned by a collective of private investors, and its manageable scale allows us and customers to communicate directly and find bespoke solutions to problems quickly.

We offer all the hygiene factors that you would expect from an advice network, the difference with the ASHL Group, is that we understand that no adviser journey is the same.

We embrace flexibility and individuality.

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Intro Title

Our Executive Team

The ASHL executive team has a  proven record of establishing and  growing profitable businesses in the sector. They have held senior  positions in the UK’s largest  financial advice firms as well as  set-up, operated and grown networks.

The ASHL Group

A Story Of Success

  • 2024

    >441 Advisers in ASHL Group

    326 Independent Advisers and 121 Restricted.  

    >£1.7bn AUM Rockhold

    >105+ candidates currently enrolled into our various Adviser Development Academy courses, with the first cohort graduating across 2024.

    >7 businesses acquired into our national advice model Lync Wealth Management.

    >200 hours of CPD accredited available across 4 bespoke development programmes:

    • Core Financial Planning
    • Business Development
    • Technology
    • Academy
  • 2023

    >439 Advisers in ASHL Group

    319 Independent Advisers and 120 Restricted.  

    >£1.4bn AUM Rockhold

    >Professional Indemnity Insurance (PII) contributions across the Networks well below national average of ~3.2%.

    >80+ candidates currently enrolled into our various Adviser Development Academy courses, with the first cohort graduating across 2024.

    >Consumer duty legislation requirements embedded across the networks, with particular focus on client outcomes.

    >Further acquisitions of 6 businesses into our national advice model Lync Wealth Management.

    >100 hours of CPD accredited.

  • 2022

    >400 Advisers in ASHL Group

    334 Independent Advisers and 75 Restricted.  

    >£7bn Assets under influence

    >£750m AUM Rockhold

    Core adviser support achievements

    Ongoing support and application of Consumer Duty.

    In excess of 95 hours of CPD activity.
    Succession planning engagement.

    Industry leading and dedicated CIP support.

    ASHL Development Academy established

    Creating long term succession planning within our network firms by offering access to trainee advisers and development qualifications for existing staff.

    Lync Wealth established

    Our national model, offering advice to retail clients.

  • 2021

    Integration of staff and systems

    Growth of internal staffing alongside aquired staff, offering continuity of support across the wider ASHL Group of Companies. 

  • 2020

    Aquisition of Lyncombe, Sense and NDL Networks completed

    ASHL provide lifeline to Network Direct, alongside aquisitions of established networks Sense and Lyncombe, supporting advisers through income novation and reauthorisation, and ensuring continuity for clients.

    Restricted proposition established & new advisers recruited.

    Rockhold fund management proposition founded.

    Established to design and oversee investment solutions. Rockhold’s core values are transparency, fair charges and choice. 

    50+ new advisers recruited

    ~£300m AUM in Rockhold