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Our Values

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W

e 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.

“Having spent many years in the markets we believe we have produced fresh, forward thinking investment solutions with an overall cost of sub 1% TER (Total Expense Ratio), compared to the commonly seen +2% or higher TERs of our competitors.”

 

– Mark Insley, Managing Director, Ascot Wealth Management

  • We provide a transparent fee based approach to managing your wealth. You, the client, have the option of how to pay for our services.
     

  • We also provide an independent ongoing review of your situation and finances. You will receive a whole-of-market perspective on your investment solutions and estate planning to minimise your tax.
     

  • We will not be influenced by either product solution or investment selection in our personalized service. We believe in putting the client’s interests ahead of anything else.
     

  • We have been created, and are owned, by clients so we always provide tailored solutions that aim to put the client first. Provide a fresh thinking approach to planning and investment selection.
     

  • Our solutions are an unbiased mix of active and passive investment styles delivered in what we believe to be the most cost efficient manner. We strive to deliver the best solution for you and all investment commissions are passed back to clients.

     

     


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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