ABOUT THE ASHL GROUP
A STORY OF SUCCESS
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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
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2020
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
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2021
Integration of staff and systems
Growth of internal staffing alongside aquired staff, offering continuity of support across the wider ASHL Group of Companies.
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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.
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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.