Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
What our clients say
Mark was very easy to talk to, with no time limit on the first meeting to establish what he could offer me.The second meeting was with my Partner and again Mark was completely at ease answering her questions as well as my own. From my point of view, Mark is there to help others sought out the problems associated with their financial security.
I have found Mark to be very knowledgeable and professional, he is easy to talk to and efficient in his working practice.
Mark is able to explain options and suggestions in layman's terms, which means I feel more confident that I am making informed decisions. He is responsive and available when I've had questions, and takes the time to meet up in person on a regular basis. Above all, his business model and the fact that he manages his friends' and family's money in the same way as mine means he has my trust!
Mark has helped me greatly in all aspects on my financial portfolio, in particular my tax planning. Whenever I need to talk, he is there to advise and even when hes out in meetings I have access online to view the performance of my finances- which have greatly improved thanks to the work from Marks behalf. I also appreciate the monthly reports received from the team at Ascot Wealth Management and the attention to detail put in, which never goes unnoticed.If you would like an FA who creates a personalised aspect to every financial service offered, look no further than Mark- highly recommended!
Highly knowledgeable. Listens to clients. Credible advisor that gives confidence to clients. Gives visibility to performance monthly.
Responses to my queries are always courteous, prompt and clear.
The AWM team listened carefully, provided me with options and choices, all of which were explained fully and with patience, provided the guidance I was seeking and made the whole process of financial planning easier than I had ever anticipated. My queries were handled with courtesy and I never had the impression of being 'talked-down-to'. AWM's ongoing communications with me have all been timely and my responses dealt with promptly and efficiently.
Keeping me updated on my money on a regular basis that suites is both. Always available should I need further advise. I like the newsletters and general updates provided by AWM.
A very pleasant experience was explained to me very clearly.
All our meetings have been very constructive and his knowledge is very impressive.
Produces creative financial solutions, partners with me as a client, has a reasonable charging structure, pro-actively rebalances asset allocations based on sound research and is generally a pleasure to deal with.
Mark has shown himself, over the past three years to be responsive and aware with financial decisions. This is achieved by being upfront and honest about the risk involved and fees paid to the company and have provided me with a detailed strategy surrounding my pension plan. Their guidance on tax has also been excellent and as a result my financial planning is now structured to my exact personal specifications. Would definitely recommend their services to anyone who wants a fresh outlook on their financial position.
Mark and the team at Ascot Wealth Management have provided me with excellent customer service and delivered on all promises made. I was guided throughout the process; with frequent meetings with my financial adviser, helping me gain a strong understanding of what investments I should use. This was supported by the company’s excellent technological links which allowed me to talk to an adviser over my computer and online access to my investments, without having to contact an actual adviser. I would definitely recommend this company if you want clear, honest and reliable financial advice as my outlook has most certainly changed.
Mark has been excellent in his ability to place my investment based on my own personal levels of risk. As a safe investor it was important to me that I did not feel in anyway pushed towards a decision, however Mark completely understood this and provided me with a series of investor routes to suit my needs. I have Mark to thank for my financial achievements and through his hard work and determination my finances now look in strong shape for the future.
Having had a few poor experiences with other IFA's and household wealth management firms in the city of London Mark has restored my faith that the old fashioned trusted advisor still exists. However, whilst Mark still holds these core values he is actually from a new breed of wealth manager whose knowledge and maturity is way beyond that of his actual years. He is at the cutting edge of investment ideas and technological developments in this space. His advice has been first class and his fees are both competitive and transparent which is all everyone should ask from their financial advisor. I would highly recommend his services and those of the strong team he is building up at AWM.
I have been very pleased with the whole experience of dealing with Ascot Wealth Management, Mark and his team. The advice has been excellent and my portfolio value has improved considerably since AWM took control of my investments. Interestingly I still have a pension which is not under AWM management (not through choice but circumstance) that has underperformed compared to a very similar product which AWM look after.
Mark works with my family on a number of financial issues, and his advice and service has always been of a high standard.
Marks quality and personalised approach to his clients, coupled with his institutional knowledge of the investment sector leads to a refreshingly tailored and expert advice service. His pioneering approach and proficient knowledge of the financial industry are key features to his exclusive and professional service which is altogether five-star. In the past I have dealt with IFA's whose advice has seemed to focus on interests other than my own; Mark by contrast left me feeling secure and well informed in my investment decisions, in terms of technical investment knowledge and my own interests to fit with it.
Mark will carry out a full financial review based on your short and long term goals. He offers the personal touch and always responds quickly to emails or phone calls. Due to his previous background he has a better than average knowledge of the working of international equity markets and is able to offer portfolio reviews based on current economic climate.
Ever since my first meeting with Mark I’ve known my money is being invested in the best way possible, and I feel that I understand every decision Mark helps me to make. I also feel I’m gaining a better understanding of how to manage my money, as opposed to just being told what to do without really knowing why. Marks advice has been honest and clear from the beginning, and has proved constructive to this point. I am confident it will continue to do so. I would highly recommend Mark to any individual looking for simple, honest and useful advice regarding their finances, from a highly qualified adviser.
Mark is a good communicator and explains options well. Nothing is too much trouble and the whole process is stress free.
Mark and his team are very approachable. They are able, and willing, to translate technical jargon & terms into plain language to aid understanding. They are extremely responsive and reliable and the advice seems to be well thought through. Their approach and service has been extremely helpful in getting the best out of our finances, changing a few things and getting us back on track. I would certainly recommend ASCOT WEALTH MANAGEMENT.
Mark was exceptionally helpful to my wife and I. He clearly understood our needs, provided us with numerous suggestions, implemented everything in an efficient manner. More importantly, Mark and his team gives me the peace of mind that my family is well looked after.
Mark has been brilliant with all my needs, his advice based on different circumstances was brilliant and everything was explained very clearly. Mark always makes time for his clients and has even visited us at our house so that my wife could be there as well to listen to some of his advice and ideas.
My wife and I have a well-established relationship with Ascot Wealth Management. We have received Mark's advice on everything from savings and investments to life assurance and estate planning. In addition to our personal finances, Mark has been able to regularly advise me on affairs related to my limited company and the extensiveness of his knowledge in all of these areas has always impressed me. The team which supports Mark at Ascot Wealth Management is also very strong and they are always on hand to help us with any questions that we have.
A very friendly and approachable team of multi-talented professionals people under the leadership of Mark Insley. This team has provided cost effective and professional advice across an integrated platform including IHT and blood line planning, care home planning, short and long term financial investment planning, pension planning and financial modelling, will righting, trusts and estate planning.
Right from the outset, the quality of the service that my husband and I have received has been excellent. We initially met with Mark for a fact finding session where he asked us all about our goals for the future as well as our current financial position. After this we received a comprehensive report which entailed his analysis of the ways in which Ascot Wealth Management could assist us and since then, we have been slowly working through his suggestions at our own pace. Mark is a very competent professional who has always made sure we are informed and comfortable with the steps we are taking towards achieving our objectives. I would not hesitate at all to recommend his services to anyone looking for financial advice in the South East.
Mark has an extensive knowledge of the industry and has presented various options available to me for my investments. I have introduced Mark to various members of my family and also work colleagues and friends. The addition of estate planning services has only enhanced my view of Ascot Wealth Management and I feel both myself and my family are correctly protected in this area.
I was given fantastic pension planning advice given my specific circumstances that managed my tax position far better than it would have been. Mark understood my situation and advised accordingly. The services were well explained and the price was very reasonable. Other services were mentioned but never given the hard sell. Mark is always easy to contact and meetings have been at my convenience. So far in my dealings with Mark I cannot fault any of the services or advice that I have received.
Mark's advice is in the best interest of myself & not as a way of earning commission from any products he is advising on. I am kept updated & fully informed of the progress of any strategies for investment. With Mark & his team's advice I feel confident that my savings & investments will grow & be safe for my retirement.
Up-to-date and easy to digest communication about all of my investments, engaging with Mark is effortless and he makes a stressful part of life very easy to deal with.
As a client of Mark I have been consistently impressed with the level of service I have received. Mark has offered a sophisticated, honest and insightful account of what I should do with my finances, and I have felt completely confident in his ability to give well-informed, handpicked advice to suit my personal situation. Mark also has the capacity to convey his specialist knowledge in a lucid and straightforward way, unlike other IFAs, who have the tendency to overload you with technical financial talk and altogether biased advice.
Established in 2010 by former investment banking professional Mark Insley, Ascot Wealth Management has evolved into an advisory practice predominantly owned and shaped by its clients.
Our message is simple: we will provide you with a cost efficient, fresh thinking and a dedicated planning process with tailored investment solutions to suit your needs. We will work with you for the long term to help you achieve your life goals.
Provide an independent ongoing review of your situation and finances. You will receive a whole-of-market perspective on your investment solutions and estate planning to minimise your tax.
Our solutions are an unbiased mix of active and passive investment styles delivered in what we believe to be the most cost efficient manner. We strive to deliver the best solution for you and all investment commissions are passed back to clients
Where to find us
Head office address: Ascot Wealth Management Limited, Scotch Corner, London Road, Sunningdale, Berkshire, Ascot, SL5 0ER