Ascot Wealth Management Limited

Independent Financial Adviser  Ascot Wealth Management Limited, Maidenhead, Berkshire, SL6 1AQ
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FCA authorised
Last authorised 29th June 2020
Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Commercial motor
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Home and leisure
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Large business
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Catriona McCarron
Wealth Manager
Mark Insley
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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Ascot Wealth Management Limited, Scotch Corner, London Road, Sunningdale, Berkshire, Ascot, SL5 0ER

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