Wealth Management Assistant

Sunningdale, United Kingdom

June 2022 - Present

Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into an advisory practice owned and shaped by clients. We believe we have learnt from the mistakes of the industry and present a modern solution to your planning needs which sets us apart from other sales driven organisations. We combine the very best traditions of a client and advisor/adviser relationship whilst adopting a fresh model, delivering transparent costs and sophisticated investment techniques. Our message is simple: we will provide you with a cost efficient, fresh thinking and a dedicated planning process with tailored investment solutions for all clients. We will work with you for the long term to help you achieve your life goals. Specialties Wealth Management, Financial Planning, Investments, SIPP's, EIS, Tax