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WEALTH 

MANAGEMENT

 

We analyse both financial and goal based information given and present options that could benefit you in the short and long term, as well as incorporating your present financial arrangements and strategies.

 

 

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ESTATE / TAX

PLANNING

 

We create a bespoke solution for you for maximum protection for your assets. Our services include guidance for Multiple trusts, Gifting from Normal Expenditure, Family Planning, Multiple Family Offices.

 

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FINANCIAL

PLANNING

 

Financial planning is at the forefront of everything we do. Our specialists will guide you through the important decisions and work out planning solutions for you. We don’t view it as a one-time effort; it is an evolving process.

 

 

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About Ascot Wealth Management
 

Our unique approach to financial planning and wealth management means we put you as our client first. Relationships are at the heart of what we do – we maintain transparent pricing structures, coupled with sophisticated investment techniques. 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.

 


Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 4th November 2015. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2015 Ascot Wealth Management Ltd.

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