We are excited to introduce Ashley Petyt as the newest addition to our financial planning team. Ashley brings a wealth of expertise and a unique perspective to our practice, with a focus on serving both our South African and UK clients.
As a dedicated Independant Financial Planner, Ashley is committed to addressing the comprehensive needs of high net worth families and individuals. Her passion for the financial services industry, coupled with her holistic approach to financial planning, sets her apart. Ashley prides herself on providing trusted and professional advice, ensuring that her clients receive the highest level of service.
With a proven track record in building strong interpersonal relationships, Ashley has excelled in delivering exceptional financial planning solutions. Her ability to create tailored strategies that align with the specific goals of each client has earned her the trust and loyalty of numerous individuals and families.
Ashley's qualifications reflect her expertise and dedication to the field. She holds a Post Graduate Diploma in Financial Planning (2019-2020), an Advanced Certificate in Financial Planning (2017-2018), and a Higher Certificate in Financial Planning (2015-2016) from Milpark Business School. Additionally, she obtained a Bachelor of Social Science degree, majoring in Psychology and English, from the University of Cape Town (2012-2014).
With Ashley joining our team on July 1, 2023, we are excited to expand our services to both our South African and UK clients. Her extensive experience in financial planning, coupled with her understanding of the unique needs of clients in both regions, will be instrumental in providing tailored and comprehensive solutions.
Please join us in welcoming Ashley Petyt CFP®. Together, we look forward to delivering exceptional financial planning services and helping our clients achieve their financial goals across borders.