Business Details
12 Years
experience
Trusted Financial Advisers in Sunningdale, Berkshire
At Ascot Wealth Management, we prioritise building strong, long-term relationships with our clients through a deep understanding of their unique financial circumstances and aspirations. Our team adopts a collaborative approach to develop tailored strategies aligned with individual objectives, ensuring our services are meticulously adapted to each client's distinct goals and challenges. As an Authorised Financial Planning service regulated by the Financial Conduct Authority, we combine industry expertise with a commitment to transparency, offering independent advice across financial planning, asset management, and estate planning. With over a decade of experience since our founding in 2014, we have built a reputation for delivering client-centric solutions that prioritise financial security and growth. Our holistic approach encompasses risk planning, tax-efficient asset allocation, pensions, and corporate tax strategies, supported by a team of fully qualified advisers who maintain open, honest communication about achievable outcomes.We pride ourselves on helping clients navigate complex financial landscapes while considering their risk tolerance and macroeconomic factors, ensuring recommendations are both strategic and sustainable. Our dedication to excellence is reflected in our 200M assets under management and the trust placed in us by clients who value our forward-thinking, innovative approach. We are committed to protecting and growing savings through cost-efficient, tailored investment solutions designed to help clients achieve both short-term and long-term life goals. Our focus on continuous review and adaptation ensures clients' financial plans evolve alongside their changing circumstances, maintaining progress toward their aspirations. This combination of technical expertise, regulatory compliance, and personalised service positions us as trusted partners in wealth management.
Services
Financial Planning
Asset Management
Estate Planning
Corporate Planning
Mortgages
Tax Planning
Details
- Year established: 2014
Highlights and features
- We provide personalised financial solutions based on your unique circumstances and goals
- Our FCA-authorised status ensures regulatory compliance and professional standards
- Team of experienced advisers with expertise across multiple financial disciplines
- Transparent approach to risk assessment and investment recommendations
- Holistic wealth management covering pensions, tax planning, and estate strategies
Associations and certifications
- Financial Conduct Authority
What people say
Professional and easy to do business with
Excellent professional advice
Efficient and friendly service
Forward-looking and innovative approach
Clear and plain English explanations
Services
Financial Planning
We create personalised financial roadmaps by analysing income, assets, and liabilities against your specific goals and risk tolerance. Our comprehensive approach considers both immediate needs and long-term aspirations, incorporating market analysis and economic forecasting to develop sustainable strategies. With regular portfolio reviews and adjustments, we ensure your financial plan evolves alongside your changing circumstances while maintaining focus on your ultimate objectives.
Asset Management
Our asset management service focuses on increasing your total wealth through carefully constructed investment portfolios. We select assets with growth potential that align with your acceptable risk levels, combining traditional and alternative investments for optimal diversification. Regular performance monitoring and strategic rebalancing ensure your portfolio remains aligned with your financial goals while adapting to market changes and economic conditions.
Estate Planning
We help establish tax-efficient structures for managing your estate during your lifetime and beyond. Our comprehensive approach covers will writing, inheritance tax mitigation, and beneficiary arrangements, ensuring your assets are distributed according to your wishes while minimising tax liabilities. We work closely with legal professionals to create robust plans that protect your legacy and provide clarity for your chosen beneficiaries.
Corporate Planning
Our corporate planning service addresses business owners' financial needs through tailored strategies for company growth and succession planning. We provide expert guidance on corporate tax management, business investment strategies, and executive compensation structures. Our holistic approach ensures alignment between personal and business financial objectives, helping entrepreneurs build sustainable wealth through strategic financial decision-making.
Tax Planning
We develop comprehensive tax mitigation strategies that legally minimise your tax liabilities across all financial activities. Our approach covers income tax, capital gains tax, and inheritance tax planning, incorporating both personal and corporate tax considerations. By staying current with legislative changes and employing innovative solutions, we help optimise your financial position while ensuring full compliance with regulatory requirements.
People
Mark Insley
Founder & Managing Director
With over a decade of experience in wealth management, Mark leads our team with a commitment to client-focused financial solutions and innovative strategic thinking.
Catriona McCarron
Financial Adviser
Specialising in investment strategies and pension planning, Catriona provides expert guidance tailored to clients' financial goals and risk profiles.
Nwabisa Janda
Mortgage Adviser
Bringing expertise in mortgage solutions, Nwabisa helps clients find optimal property financing options that align with their overall financial plans.
Claire Calder
Financial Adviser
Claire focuses on creating bespoke financial solutions, combining technical expertise with a deep understanding of clients' personal circumstances.
Greg Armstrong
Financial Adviser
Specialising in financial wellness strategies, Greg helps clients at all stages of life achieve their wealth management objectives through clear, actionable advice.
Questions
What financial services do you specialise in?
We specialise in financial planning, asset management, estate planning, corporate planning, mortgages, and tax planning services tailored to individual and business needs.
How do you tailor financial plans to individual clients?
We conduct comprehensive assessments of your financial situation, goals, and risk tolerance to create customised strategies that evolve with your changing circumstances.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring we meet strict professional standards in all our services.
What is your client loyalty rate?
We maintain a 100% client loyalty rate, reflecting our commitment to delivering consistent value and building long-term relationships with our clients.
Reviews (6)
Alan Sellwood
Nov 08, 2020
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Positive:Professionalism,Responsiveness,Value
We have been with AWM for 4years and we could not be happier with how they have looked after us also we used the estate planning for our wills who were brilliant I would recommend them to anyone
We have been with AWM for 4years and we could not be happier with how they have looked after us also we used the estate planning for our wills who were brilliant I would recommend them to anyone
Martin
Oct 24, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Overall, I have had a great experience with Ascot Wealth Management. At one point I had a minor blip with one of the wealth managers. Safe to say it was dealt with instantly and has since been a pleasure working with AWM, and I look forward to the years to come. I would highly recommend them for your wealth management needs.
Overall, I have had a great experience with Ascot Wealth Management. At one point I had a minor blip with one of the wealth managers. Safe to say it was dealt with instantly and has since been a pleasure working with AWM, and I look forward to the years to come. I would highly recommend them for your wealth management needs.
Elaine Haskins
Oct 17, 2020
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Ive been with Ascot Wealth for more than 5 years now, for various investments, the last 2 my pension. Everyone is very professional, and easy to do business with, however its the quality of the advice given which I value, I really feel that they consider me as a person, my feeling toward risk and my aims for the future when advising how best to manage me pension, especially when we discussed a possible transfer last year. I totally trust Ascot Wealth Management, and would recommend them to anyone.
Peter Martin
Sep 26, 2020
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Excellent professional advice and personal service. My adviser Catriona is superb and has suggested diversifications for my SIPP that I wasn't even aware existed. Mark nd his team are clearly a very forward looking, innovative and active business.
Dave Good
Jul 17, 2020
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Mark and his team have been looking after our finances for the last 12 months which has been a complex transition including assessing future income and DB pension analysis. A comprehensive and responsive service, a wide lens on different asset classes and investments to balance risk. Well worth having a conversation with them even just to explore what you currently have in savings and what they could do. Also offer a specific DB transfer analysis.
Thorfinn Armstrong
Jun 25, 2020
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Positive:Professionalism,Quality,Responsiveness
Great service but most importantly the numbers are always far better than the benchmark!
Great service but most importantly the numbers are always far better than the benchmark!
