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.
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.
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.