Ascot Wealth Management
Location:
Ascot
Scotch Corner London Road
SL5 0ER
Sunningdale
Berkshire
What We Do...
  • First time buyer Mortgages

  • House Move or Re-Mortgage

  • Buy to Let Mortgages

About Ascot Wealth Management

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 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.

 

Our unique approach to Financial Planning and Wealth Management means we put you as our client first.

 

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.

 

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

 

Experience & Qualifications

University of Cape Town, Bachelor of Social Science

 

University of Cape Town, Postgraduate in Enterprise Management

 

CF6 – Certificate in Mortgage Advice

R01 - Financial Regulations and ethics

 

Fully regulated with the FCA – Number 551744

 

Testimonials

"Mark and the team at Ascot Wealth Management have provided me with excellent customer service and delivered on all promises made. I was guided throughout the process; with frequent meetings with my financial adviser, helping me gain a strong understanding of what investments I should use.This was supported by the companies excellent technological links which allowed me to talk to an adviser over my computer and online access to my investments, without having to contact an actual adviser. I would definitely recommend this company if you want clear, honest and reliable financial advice as my outlook has most certainly changed."
- Helen

"Mark has shown himself, over the past three years to be responsive and aware with financial decisions. He achieved this with my portfolio by being upfront and honest about the risk involved and fees paid to the company and have provided me with a detailed strategy surrounding my pension plan. Their guidance on tax has also been excellent and as a result my financial planning is now structured to my exact personal specifications. Would definitely recommend their services to anyone who wants a fresh outlook on their financial position."
- Rob

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