Ascot Wealth Management Limited

Initial consultation free
Independent financial adviser
Our unique approach to Financial Planning and Wealth Management means we put you as our client first.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Mark Insley
Miss Catriona McCarron
Wealth Manager
Miss Claire Calder
Wealth Manager

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...
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...
Highly knowledgeable. Listens to clients. Credible advisor that gives confidence to clients. Gives visibility to performance monthly.
I have found Mark to be very knowledgeable and professional, he is easy to talk to and efficient in his working practice.
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...
Responses to my queries are always courteous, prompt and clear.

Legal information

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