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Ascot Wealth Management
Your Trusted Financial Planner
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 processes will continue to reduce your costs, 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. Our message is simple: we will provide you with a cost efficient, fresh thinking and 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.
Wealth Management
We analyse both financial and goal-based information presenting you with options that could benefit you in the short and long term. These options incorporate your current financial arrangement and work towards enhancing your Wealth Management road map.
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Estate Planning
We create a bespoke solution for maximum protection of 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 all the important decisions and work out planning solutions for you. We don’t see this as a one-time effort; we this as an evolving process.
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Tax Planning
Taxation can be complex with the ever changing rules, reliefs and allowances, so it’s important to make sure you are up-to-date so that you can make your personal finance more tax efficient.
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Corporate Planning
Creating your own qualifying pension scheme could work better as a benefit and retention tool for a wider range of staff.
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Mortgages
Whether you are a first time buyer or remortgaging, our in house Mortgage Team will help you source the best deals and ensure that you have a hassle free experience when it comes to mortgaging your property.
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The Team
Forming long-term relationships with our clients is the most significant aspect of our business. Meet our dedicated team of Financial Advisers, paraplanners and support staff.
Let us contact you
Call Us
0800 7723147
01344 851250
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 3rd February 2017. 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. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.
