Ascot Wealth Management Limited

Independent Financial Adviser Ascot Wealth Management Limited, Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER
FCA verified
10th December 2018
Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
We can advise you on
    • 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
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
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

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