About Plasma Rise
A pension advisory firm built on expertise, transparency, and genuine care for our clients' futures.
Our Story
Plasma Rise was founded in 2009 by a small group of financial advisers who shared a frustration with how pension advice was typically delivered. Too often, they saw clients confused by jargon, overwhelmed by choices, and uncertain whether the advice they received was truly in their best interest.
We started with a simple premise: pension advice should be clear, honest, and focused entirely on helping people achieve the retirement they deserve. No hidden agendas, no product pushing, just genuine expertise applied to each client's unique situation.
Over fifteen years later, that founding principle still guides everything we do. We have grown from a three-person team to a firm of over twenty specialists, but our commitment to personal, client-centred advice remains unchanged.
What We Stand For
These values are not just words on a page. They shape every interaction, every recommendation, and every relationship we build.
Integrity First
We provide advice that is genuinely in your best interest, even when that means recommending against our services. Your trust is worth more than any fee.
Clarity Always
Pension planning involves complex topics, but that does not mean our explanations should be complex. We translate financial jargon into language that makes sense.
Personal Approach
Every client works with a dedicated adviser who knows their situation, their goals, and their concerns. You are never just another account number to us.
Long-term Focus
Retirement planning is a journey, not a transaction. We build relationships that last for years, adapting our advice as your life evolves.
Our Leadership Team
Meet the experienced professionals who guide our firm and set the standard for client care.
Catherine Ashworth
Managing Director
Catherine co-founded Plasma Rise and brings over 25 years of pension advisory experience. She holds the Chartered Financial Planner designation and specialises in complex retirement planning.
James Thornton
Technical Director
James oversees our pension analysis and research functions. His expertise in defined benefit transfers and pension legislation ensures our advice is always technically sound.
Priya Patel
Client Services Director
Priya ensures that every client receives exceptional service throughout their journey with us. She leads our team of client relationship managers and oversees service quality.
Michael Edwards
Compliance Director
Michael ensures that all our advice meets the highest regulatory standards. His background includes senior roles at the Financial Conduct Authority.
Our Journey
Key moments that have shaped who we are today.
Foundation
Plasma Rise established in London by three founding partners with a shared vision for better pension advice.
First Office Expansion
Opened our second office in Manchester to better serve clients across the North of England.
Pension Freedoms Specialists
Became one of the first firms to develop comprehensive guidance for the new pension freedoms legislation.
1000 Clients Milestone
Reached one thousand active client relationships, with a retention rate exceeding 95%.
Chartered Status Achievement
Achieved Chartered Financial Planning firm status, recognising our commitment to professionalism and ethics.
Digital Service Launch
Introduced our client portal, giving clients 24/7 access to their pension information and planning tools.
Why Clients Choose Plasma Rise
The reasons most often cited by our clients when asked why they work with us.
Proven Track Record
Fifteen years of helping clients navigate retirement planning successfully, with measurable outcomes and documented results.
Independent Advice
We are not tied to any product providers. Our recommendations are based solely on what is best for your situation.
Comprehensive Expertise
From workplace pensions to complex defined benefit transfers, our team has specialist knowledge across all pension types.
Let Us Help You Plan Your Retirement
Discover how our expertise and personal approach can help you achieve the retirement you deserve.
Contact Our Team