Impulse Plan

Restricted - Whole of Market  Scotch Corner, London Road, Ascot, UK, SL50ER
First meeting at adviser's own cost
Start investing with as little as £50 and top-up with your spare change. In addition, we can easily transfer your old and existing ISA’s, pensions and general investment accounts over to our platform at no cost.
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
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mark Insley
Director
Ms Catriona McCarron
Wealth Manager
Mr Matthew Fagan
Wealth Manager
Ms Claire Calder
Wealth Manager
About us

At Impulse we are providing you with a simpler and more efficient way to manage your finances online while having the expertise of a financial adviser to assist you. The use of our client site provides a centralised and easy accessible platform ensuring your investable assets are located in one place and which can be accessed 24/7 via a mobile phone, tablet or laptop. In addition to the ongoing adviser relationship, your assets are invested into actively managed portfolios which have a significant advantage in the markets. These professionally managed services come at an inexpensive cost which therefore makes our offering very affordable to you.

You will experience advanced diversification through the utilisation of our in house discretionary fund management service. We offer a method of investing to our chosen platform with 5 risk weighted portfolios managed by Cape Berkshire Asset Management or CBAM.

Start investing by transferring any legacy or existing pension, ISA or GIA or open up a new investment with spare cash and we will adapt our service to suit you. We are authorised to provide financial advice, so you can be sure you are talking to a qualified individual. We can and

Our services

Charges have a huge impact on the long term growth of your portfolios so we have created our model to halt unnecessary adviser charges when in reality you do not need them. Of course, we will provide top quality advice should you require it, in some cases our knowledge will fast track you to a brighter financial future.

Where to find us
Head office address: Scotch Corner, London Road, Sunningdale, Ascot, UK, SL50ER
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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