Wealth Management is an important part of our service to you and encompasses both the growing and protecting of your hard earned investments. Our investment process is consistent across all products so whether an allocation to an ISA, an International Portfolio Bond or your Pension the same level of due diligence is applied. Importantly we manage this in house and do not outsource this at additional cost to clients.

In most instances, your money will be invested in a selection of funds that, grouped together as a portfolio for diversification, forms one of our portfolios. These range from AWM 1, our lowest risk portfolio invested in cash, bonds and absolute return funds primarily to protect returns and collect steady income and dividends to AWM 5, our highest risk grouping focusing mainly on equities from UK to the US to some of the Emerging and frontier markets.

You can have confidence that whichever grouping we place a portion of your estate in it will be focused on achieving the objectives in the medium to long term set out to you by your dedicated adviser.

Most client funds will be invested in retail products using regulated UCIT compliant funds but we also have specialist parts of our Wealth Management proposition that has helps investment in unlisted equities, many qualifying for Seed EIS or EIS status and allows some to invest in UCIS funds. Please ask your adviser if these could form part of your wealth management service with Ascot Wealth Management.

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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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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Our investment process is summarised in our dedicated Investment Process document attached here and summarised in the sections below:


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.