Meet the team behind Ascenta

Rory is fiercely passionate about Lifestyle Financial Planning and firmly believes that everyone should receive personalised and ongoing advice that is relevant to them and their families. He provides advice to UK nationals and individuals with UK assets, as well as any nationality who has a UK pension, and UK clients who are planning to spend their retirement abroad and in the UK.

Rory is a Member of the Chartered Institute for Securities and Investment (CISI) and holds a number of industry recognised qualifications, alongside a specialist qualification in UK Pension Transfers and Planning Advice. This allows him to specialise in Defined Benefit and occupational pension transfers.

Not only is Rory a fully-qualified adviser in the UK, but he is also fully regulated and licensed by the Monetary Authority of Singapore (MAS), so you know you’re in safe hands.

Rory has lived in Singapore since 2015 and is a passionate sports fan. When he’s not working, you’ll find him on the football pitch, squash court or golf course. He is also currently the President of Singapore’s largest expat amateur football club – Hibernians FC.

Emma will likely be one of the first people you have the pleasure of meeting at Ascenta as she manages clients day to day needs, queries and onboards new clients, too. A big part of Emma’s role involves providing highly personalised support to the families that we work with so you’ll get to know Emma well.

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Emma recently welcomed her second child so a lot of time is spent looking after her two children. Before they came along, Emma was a fitness fanatic and you’d often find her running, doing yoga or taking part in bootcamps – something she is keen to take up again. Emma is a big lover of British crime drama so she can give you plenty of recommendations...

With a passion for helping others, Dan founded Ascenta Wealth alongside Rory and Paul to better serve his clients and help raise the bar in terms of lifestyle financial planning for expats. He has a wealth of international experience having advised in the UK, Japan, South Africa and Singapore since 2010.

Dedicated to providing best-advice, Dan helps simplify the financial complexities of multi-jurisdictional wealth management, ensuring his clients and their families financially maximise their time in Singapore and beyond. Dan’s clients cover a broad demographic in terms of profession, nationality and affluence, so he works with them on an individual basis, developing a trusted relationship, and personalised planning that continues no matter where they may relocate to in the world.  

As well as holding Chartered status with the CII, Dan is locally qualified and regulated by the MAS as well as holding the Advanced Diploma in Financial Planning (CII) and the Private Client Investment Advice & Management Level 6 qualification from the Chartered Institute for Securities & Investments (CISI). He is also an active overseas member of the Personal Finance Society and holds the ‘European Financial Planner’ designation under the European Financial Planning Association.

Although both from North Yorkshire, Dan and his wife were married in 2015 at Lake Wanaka in New Zealand. In recent years he has enjoyed trekking, surfing and Ironman triathlon’s, however, since the arrival their two children, Dan’s time is now spent as a dedicated (somewhat exhausted) family man.

Jane has more than 15 years of administrative experience in the Singapore financial planning sector, working for various leading expat firms. Over this time, Jane has seen the sector change significantly and can call on her wealth of knowledge to navigate the ever-increasing and, at times, complex administrative requirements of financial services. During her free time, Jane enjoys baking and watching a range of Korean variety shows and dramas.

Upon completing his MBA degree from Staffordshire University, Nakul spent time living and working in the UK. It was in 2012 when he made the move and relocated to Singapore, joining the financial services sector.

As a trusted wealth manager, Nakul has extensive knowledge and experience in providing financial planning advice. He builds excellent long-term client relationships, founded on honesty and integrity. His focus is on helping non-resident Indian clients with their diverse and personal financial planning needs by implementing financial plans to help them attain their future financial goals.

Nakul is a people person and loves socialising. He’s always keen to meet and network with new people. He is also an avid nature lover and enjoys hiking, travelling and driving in mountainous terrains outside of Singapore.

As one of our Paraplanners, Mas is brilliant at supporting our advisers and helping to manage client relationships. She is responsible for administrative processes and works with service providers to execute clients’ requests.

Mas is a local Singaporean, a cheerful wife, a busy mother and a very content individual – she truly is a ray of sunshine in the office! If you get the chance to chat with Mas, you’ll likely hear all about her love of motorbikes (her all-time favourite being the Honda CBR1100XX Super Blackbird) and her adventures across Malaysia and Thailand.

Paul began his career as an Independent Financial Adviser in the UK in 2005 after graduating from Sheffield Hallam University with a degree in Business Modelling & Management. It was in 2010 when he made the move to Singapore, undertaking several senior financial planning and wealth management roles.

Paul is passionate about Lifestyle Financial Planning and how it enables his clients to achieve and enjoy the life that they want for themselves and their loved ones. He knows that each client is unique, and therefore he first helps them understand what is truly important to them. Once this has been established, he utilises his expert financial management to tailor a plan to meet their financial goals and objectives.

As part of his ongoing commitment to financial planning and wealth management, Paul holds the prestigious Chartered Financial Consultant designation from the American College of Financial Services. He holds a range of UK qualifications, including the Investment Advice Diploma from the Chartered Institute for Securities and Investment.

In his personal time, Paul enjoys travelling and playing a number of different sports. He is a keen footballer and a passionate Middlesbrough fan, which like the markets, has its ups and downs!

Having joined us in 2022, Radz has settled well into the team and her role is to liaise with clients and help Rory with any queries. She also deals with document submission, follow-ups and fund dealings. Radz has been working in the financial services sector since 2010, starting as a Junior Administrator.

On her off days, besides spending time with her husband, Radz enjoys reading and chilling to Netflix and documentaries, especially anything crime-related.

Simon supports UK and globally mobile individuals in achieving their financial goals, growing and protecting wealth, and mitigating tax with transparent, pre-agreed fees, no account tie-ins, and no hidden costs.

A member of the Personal Finance Society, Simon is both a UK and Singapore qualified adviser and is regulated by the Monetary Authority of Singapore (MAS), ensuring clients are in safe hands.

Since moving to Singapore, Simon has embraced life both personally and professionally. When not working, he enjoys training in Southeast Asian martial arts (in which he holds a black belt), playing tennis and paddle, cycling, and escaping to tropical reef breaks to continue his 30 years of surfing experience.