We partner with you to achieve your financial and life goals
At Ascot Wealth Management, we take pride in our commitment to building trusted, personal relationships with our clients. Our team of fully qualified and experienced advisers work together to provide a holistic approach to financial planning, ensuring that our clients receive expert guidance and support to achieve their financial goals.
Our Mission
Our mission is to partner with our clients to achieve their financial and life goals. We understand that every individual has unique needs and aspirations, and we strive to deliver tailored solutions that cater to their specific circumstances. Our team of specialists works tirelessly to stay at the forefront of industry trends and developments, ensuring that our clients receive the most up-to-date and innovative advice.
Our Services
We offer a comprehensive range of financial planning services, including asset management, estate planning, corporate planning, mortgages, and tax planning. Our adviser's expertise and support extend to every aspect of our client's financial journey, from risk planning and tax-efficient asset allocation to pensions, portfolio management, personal protection, and estate planning.
What Our Clients Can Expect
Our clients can expect a personalized approach to financial planning, with honest and transparent advice from our fully qualified advisers. We take the time to understand our client's attitude toward risk, their disposable income, and their financial goals, before making independent recommendations tailored to their unique situation. We prioritize our client's time and ensure that our services are delivered efficiently and effectively.
Our Values
At Ascot Wealth Management, we operate with integrity, trust, and a commitment to excellence. Our team is dedicated to providing expert guidance and support to our clients, with a focus on building long-term relationships and delivering exceptional results.
Our Team
Meet our team of experienced advisers, each with their own unique expertise and specialization. From Mark Insley, our Founder and Managing Director, to our financial advisers, Catriona McCarron, Nwabisa Janda, Claire Calder, and Greg Armstrong, we are dedicated to providing exceptional service and guidance to our clients.
Awards and Recognition
We are proud to have received recognition for our exceptional performance and commitment to excellence. Our awards and accolades are a testament to the hard work and dedication of our team.
Professional and Personalised Service
Ascot Wealth Management has consistently received high praise from its clients for providing exceptional professional advice and personal service. Several clients have mentioned that they appreciate the quality of advice given, which takes into account their individual circumstances, risk tolerance, and goals for the future. The team is described as being professional, easy to do business with, and providing excellent responsiveness.
Expertise and Innovation
Many clients have expressed their satisfaction with the expertise and innovative approach of the team at Ascot Wealth Management. They have diversification strategies and investment options that clients were not even aware existed, and have helped clients achieve better returns than the benchmark.
Responsive and Friendly
Ascot Wealth Management's clients appreciate the friendly and responsive nature of the team. They have praised the estate planning team for their professionalism and efficiency, and the wealth management team for being clear and concise in their advice.
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