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Meet the Team
Mark Insley
Managing Director at Ascot Wealth Management & Seed EIS Platform, IFA
Mark established Ascot Wealth Management in 2010 following a career in investment banking, mainly, lending, collatoral analysis and trading. Under Mark’s leadership, the firm has grown quickly into a respected advice practice, with it’s main services being Financial Advice, Wealth Management and Estate & Tax Planning.
Mark is a strong believer of using technology in finance, to enable clients to monitor their investments wherever they are. Mark is among the small percentage of young IFAs in the otherwise largely grey industry of financial advisers in the UK. He has helped bring in a change in the way the industry works.
Clive Insley
Marketing Manager
Since the formation of the company in 2010, Clive’s played a key role in developing the brand image and coming up with the formative marketing strategy for Ascot Wealth Management. The strategies have been instrumental to the company’s tremendous growth over the last four years.
Rob Agnew
Compliance Officer
Rob brings in the wealth of over 20 years of experience in the telecommunications industry in the areas of market research, proposition development, strategy formulation and launching products. He provides Ascot Wealth Management with strategy on how to improve our compliance processes and better protect our clients.
Jonty Rider
Financial Advisor
Jonty has a background in Finance and Investment Banking and recently qualified as a Financial Adviser after completing his Financial Services exams on the AWM Graduate Track. With his specialist mortgage and equity release knowledge, he is a welcome addition to the Adviser team. Jonty has embraced the dynamic culture developed by AWM and offers innovative Wealth Management advice to his clients.
Leah Saunders
Office Manager
Leah has been a PA/Office Manager for 15 years. Her role at AWM is diverse and includes everything from HR, payroll, accounting and corporate responsibilities to co-ordinating and putting together events and organising diaries at the office.
Lisa Smith
Workflow Manager
Lisa has extensive knowledge of managing paraplanning and administrative functions. Her role is pivotal in ensuring AWM clients experience a smooth transition from initial contact to transacting business with the firm. Lisa is responsible for setting and managing the work load of support staff, ensuring client work is completed within agreed timescale and to a high standard whilst adhering to compliance and FCA procedures.
Emma Dyer
Office Administrator
Emma works part time and assists with all administrative elements of managing the office. Her varied role includes creating and updating procedures and ensuring the smooth running of the office.
Nicola Glass
Trainee Wealth Manager
Nicola graduated with a first class degree in Economics and brings her extensive knowledge of financial markets to the company. Nicola is currently studying for her Financial Services exams and is making excellent progress towards qualifying as an adviser.
Catriona MaCarron
Trainee Wealth Manager
Catriona is currently working as a Trainee Wealth Manager and is looking forward to a career in Wealth Management and the Financial Services industry. Having previously undertaken research work at a Private Equity Firm, Catriona is a welcome addition to the team.
Matthew Bloom
Trainee Wealth Manager
Matthew returns to Ascot Wealth Management having completed a successful placement year with us prior to his graduation in Accounting and Taxation. Having achieved a first class degree, Matt brings his extensive knowledge and industry experience to his role as Trainee Wealth Manager.
Connor Cahill
Trainee Wealth Manager
Connor is studying Banking and Finance at the University of West England. His degree level knowledge and enthusiasm for the financial industry makes him a great addition to the wealth management team.
Catherine Trant
Kitchen Cleaner Assistant
Catherine has a background in cleaning plates, cutlery and sometimes those difficult staines on the inside of coffee mugs. She is vital for the daily functions of the firm, ensuring a hot beverage is ready every morning for her team members.
Laura Goult
Estate Planning Associate
Laura is currently studying Law at Bournemouth University. Her academic knowledge coupled with her desire to preserve wealth through providing excellent estate planning makes her an efficient Estate planning associate.
Alex Brooks
Trainee Wealth Manager
Alex is a qualified accountant, having taken and completed his AAT. He adds plenty of knowledge to the team, particularly in the tax area. In the future having had previously worked as a financial analyst Alex hopes to use his experience during his journey towards qualifying as a financial advisor.
Claire Calder
Wealth Management Assistant
Claire is a Wealth Management Assistant, spending a lot of time focused on pensions. With a background knowledge of business, specifically finance, she offers a fresh approach to day-to-day tasks within her role. Her infectious hard-working attitude is a great benefit to the team.
Chelsea Meade
Estate Planning Associate
As a recent Law graduate Chelsea brings her extensive legal experience in numerous corporate law firms and her up-to-date academic knowledge to her role as Estate Planning Associate. This, coupled with her hard-working attitude will ensure you a smooth and timely transition from initial contact to transacting Estate Planning business.