About us

Sulis Wealth Ltd is a specialist provider of high quality independent financial advice to owner managers of small to medium sized businesses and successful private individuals throughout the UK.

Choosing any type of professional adviser is a potentially life changing decision and not one to be made lightly. At Sulis Wealth we assist our clients in making financially wise decisions, specifically with regard to business funding, tax planning and the investment of business or personal monies.

Tax Planning advice is not regulated by the Financial Conduct Authority.

Our typical clients:

  • Owners or shareholders of a small to medium sized business
  • Successful professionals
  • Realistic and open minded
  • Probably aged 30 to 70

A client’s financial concerns may include:

  • Extracting business profits in the most tax efficient manner
  • Funding your business in the most effective manner, whilst helping protect personal and business assets
  • Achieving your investment objectives, be they capital growth, income, security, or a mixture of all three
  • Planning and preserving your retirement income

Ashley Rawlings Dip FA

Ashley has over a decade of experience in strategic design and implementation of creative business funding solutions in the SME environment from business start-ups to companies with a turnover in excess of £30,000,000 as well as all aspects of financial planning.

He enjoys travelling and has lived in countries such as Japan, Belgium and Australia. He bought, modified and drove a Land Rover around Africa for a year with his partner and four children in 2005 covering over 30,000 miles in some of the most challenging terrain in the world. He has visited many countries in Asia, Australasia, North, Central and South America on his trusty BMW R80ST which now has over 200,000 miles on the clock and is still going strong albeit looking a bit ‘used’. He loves “tinkering” with classic cars and motorcycles, he still has his first ever motorcycle, a 1973 Yamaha FS1E fitted with a big bore kit to take the engine out to a massive 63cc. He still plays rugby every week for Combe Down RFC, a local team, in Bath, is becoming slower after all these years, but as a tight head prop can still push, lift and is pretty deadly in a three yard trundle.