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.
Catriona joined the firm in 2015 and has since become a fully qualified financial adviser. Prior to joining AWM Catriona spent a year in private equity research and graduated from The University of Bath. Catriona works with a broad spectrum of client inquiries, ranging from overall financial planning, retirement planning and tax planning.
Claire joined Ascot Wealth Management in 2014 on a placement year whilst studying for her Batchelors Degree in Finance & Business. Since returning to Ascot Wealth Management after her studies, Claire has successfully completed the Diploma in Regulated Financial Planning and is a now operating as a fully qualified financial adviser. Claire works with a wide range of clients and family offices using her experience and expertise in the industry to create bespoke solutions for each circumstance.
Jak joined Ascot Wealth Management in August 2020. Prior to joining AWM, he completed his undergraduate degree in Philosophy BA at the University College London. Jak successfully passed the Diploma of Regulated Financial Planning qualification whilst working for the largest wealth management firm in the UK from January 2017 – 2020. Jak also heads up Sutton Winson Wealth Management, the financial planning arm of Sutton Winson Insurance Business (one of the largest independent insurance brokers in the UK), which is an Appointed Representative of Ascot Wealth Management.