Ascot Wealth Management

We pride ourselves on forming long term relationships with our clients since it is the ongoing review that rewards both parties and not just the first 6 months. Our processes will continue to reduce costs, your time, and increase efficiency across your portfolio and estate. Our founding principles are a refreshing approach to other advisory firms and we aim to be the model that others replicate in the future.

We analyse both financial and goal-based information presenting you with options that could benefit you in the short and long term. These options incorporate your current financial arrangement and work towards enhancing your Wealth Management road map. We create a bespoke solution for maximum protection of your assets.

Wealth Management is an important part of our service to you and encompasses both the growing and protecting of your hard earned investments. Our investment process is consistent across all products so whether an allocation to an ISA, an International Portfolio Bond or your Pension the same level of due diligence is applied.

In 2014 the Estate Planning part of the business became so busy it warranted the creation of a new business of its own, and Ascot Estate Planning was born. Estate Planning is ultimately the preparation of documents and mechanisms through which estates will be protected after death.

The mechanisms to do this are numerous and extend to both Bloodline Planning, which is protecting the estate after death and Lifetime Planning which is protecting the estate during life in preparation for death.On the Bloodline Planning side, we often deal with Will and Trusts, Deeds of Severance or Conveyance of properties or after death, we can assist with Probate and Deeds of Variations.

Taxation can be complex with the ever changing rules, reliefs and allowances, so it's important to make sure you are up-to-date so that you can make your personal finance more tax efficient. Tax planning would help to make sure that you are not spending more than you need to on your taxes. We believe that tax planning and investment or wealth planning are linked inextricably.