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 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.

 

• We aim to act as the long term partners for both you and your family to meet lifestyle goals and objectives.

• We operate in a transparent and unbiased manner both now and in the future.

• We always respect your confidentiality.

• We constantly review our process and delivery to ensure you receive the best service possible.

• We are friendly, approachable and responsive to your needs.

• We will ensure we keep to our review commitments and give face to face analysis to all clients.

• We will ensure all changes in legislation are quickly reflected in our offering and any opportunities presented delivered to clients in a clear and concise manner.

• We will keep the cost of our solutions as low cost as possible for clients without compromising the quality of our service.

 

We operate on both a pure fee-based basis as well as a fee and commission basis.