Response rating
9.3/10
FCA verified
25th September 2017

Ascot Wealth Management Limited

Independent Financial Adviser Ascot Wealth Management Limited, Scotch Corner, London Road, Sunningdale, Berkshire, Ascot, SL5 0ER
First meeting at adviser's own cost
Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Buildings and contents
    • Commercial motor
    • Home and leisure
    • Large business
    • Small business
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Nicola Glass
Wealth Manager
Accreditations
Certified Financial Planner
Catriona McCarron
Wealth Manager
Mark Insley
Jonty Rider
Wealth Manager
Where to find us
About us

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.

Our services

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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000

Similar advisers near you

Independent Financial Adviser 0.34 mi
Professional, Independent Financial Planning and Investment Management Services
 
Independent Financial Adviser 1.01 mi
We are a welcoming and efficient firm of Independent Financial Advisers with offices in Weybridge, Uxbridge, Bracknell and Sunninghill.
 
Independent Financial Adviser 1.98 mi
Financial Planning for everything life throws at you! Direct Telephone/Email Enquiries: £50,000 Minimum Assets. Click View Profile for details
 
Independent Financial Adviser 2.05 mi
Making sense of your finances can be daunting. Kirk Rice speaks your language and will guide you through the process.