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Ashley Thomas-Walsh
Ashley Thomas-Walsh
About
Ashley is a Financial Adviser at The Private Office, working mainly from our London office but with clients across the south including Peterborough, High Wycombe and Basingstoke. As an experienced financial planner, he always aims to take a step back and fully explore his client’s wants and needs before investigating how their finances can facilitate this. He can then help clients manage their financial plan and their finances so they can focus on enjoying their desired lifestyle.
With experience in various parts of financial advice, including pensions and retirement planning, investment advice and estate planning, Ashley enjoys helping clients, both new and existing, to discover they can achieve their goals, whether that be retiring earlier than planned, or building up a pot of money for the benefit of their children.
Before joining TPO in 2021, Ashley worked at the financial news website Citywire and has experience in investment management from a placement year at Bank of America Merrill Lynch. As a Chartered Financial Planner, he continues to take exams within the financial planning and investment profession to further expand his knowledge. He holds a BA in Business Management & Accounting and Finance as well as a Diploma in Regulated Financial Planning. Ashley is also Fellow of the Personal Finance Society (PFS), which is the highest accolade from the PFS.
When he is not advising clients, Ashley can be found enjoying travelling, football and trying the never-ending variety of restaurants London has to offer.
Areas Of Expertise
- Cashflow modelling
- Pensions & retirement
- Investment advice
- Estate planning
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Award in Long Term Care Insurance
- Certificate in Securities Advice & Dealing
- Certificate in Mortgage Advice
- Certificate in Equity Release
- BA (Hons) in Business Management & Accounting and Finance
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Ashley works from our office in central London and has clients in areas such as:
Ashley Thomas-Walsh locations
Ashley Thomas-Walsh map
- Chesham
- Harrow
- Camberley
- Pulborough
- Basingstoke
- Wantage
- Poole
- High Wycombe
- Leatherhead
- Salisbury
- Ashford
- Maidenhead
- Stanmore
- Ascot
At a glance
- Fellow of the Personal Finance Society
- Financial adviser at TPO since 2021
- Experience in investment management at Bank of America Merrill Lynch
Ashley was really helpful and supportive in our 30 min chat. He provided a solid overview of my pension situation and gave me a couple of handy, short-term tips.
April 2024
Apart from checking our financial numbers, Ashley presented ideas for how best to invest a private pension, both for the best returns and tax efficiency as well as presenting a detailed view on how we would fund our retirement based on our savings, pensions, etc.
December 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Ashley's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Ashley is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Articles by Ashley Thomas-Walsh
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.