Ascot Wealth Management Limited

Independent Financial Adviser Ascot Wealth Management Limited, Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER
FCA verified
19th August 2019
Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Jonty Rider
IFA
adviser-person
Catriona McCarron
IFA
adviser-person
Nicola Glass
IFA
adviser-person
Mark Insley
Managing Director
Where to find us

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

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 0.7 mi
We provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost.
 
Financial Adviser (Restricted Whole of Market) 0.76 mi
Delivering trusted, easy to follow advice to meet your longer term financial objectives. Free initial meeting.
 
Independent Financial Adviser 1.77 mi
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
 
Independent Financial Adviser 2.28 mi
Mather and Murray Financial believe all customers should be able to access quality advice no matter what their circumstances.