Claire Calder

As a Wealth Manager at Ascot Wealth Management I take pride in the services we can offer to suit each clients’ specific needs from pension to investment and tax planning. I enjoy building and maintaining trustworthy relationships with my clients while working through each situation with patience and care. I thrive on new challenges with my speciality lying in sophisticated investment strategies. Hard work paid off when Ascot Wealth Management was recently named Firm of the Year for the South East. In addition to this, we were also shortlisted for Best Pension Freedom Service and Best Individual Pensions Advice Firm of the Year - both of these awards will be announced later this year. I also work closely with our in-house Estate Planning team for Inheritance Tax Planning by use of investment and Trust based models. I therefore work and liaise with a wide range of clients and pride myself on being personable, presentable and aim to meet client needs in every scenario. In terms of the services provided by Ascot Wealth Management as a whole, we are a completely independent, fee based and whole of market service firm who aim to find a solution for all your needs. We pride ourselves on the ability to work with clients to suit their financial planning need by tailoring in on their initial inquiry and offering three routes for which they can work with us. The first route we work with clients is on a one off planning practice, meaning we would write a report to provide a solution to an issue you are facing. This can be anything from Inheritance Tax Planning to Cash Flow Projections in retirement. The cost for this service would be an agreed one off fee that would allow you to enact the planning with or without our ongoing assistance. We can also work with clients on a single transaction basis covering mortgages, EIS, protection to Estate Planning. Here we may do a single protection policy to suit your requirements and not necessarily have an ongoing engagement. What makes us different from other companies is that for many of these services we get paid an introducer fee, therefore anything we receive from the protection company, for example, is rebated to you. This enables us to reinforce our position as transparent and gain your ongoing trust. The final and widely used route for our current clients is a fully transactional relationship where we provide an ongoing wealth management service for products such as pensions, investments to tax planning. The charging structure for this route is as a percentage of the assets under management, which means all meetings, tax planning reviews and performance illustrations are not charged at any additional cost. In addition to what I’ve already denoted, we work with bonds, saving products and more sophisticated investments which fall under my specialism. We also have an in-house Estate Planning team of four, who can provide STEP affiliated Wills & Trusts to protect you and your family. By having all of your holistic needs under one roof we can organise your investment management, protect your estate and provide tax returns so you don’t have to. Ultimately, we wish to provide an ongoing service to suit your immediate and long term needs. Our office is located Sunningdale, however, we have two satellite offices located in London and Twickenham. I am available for meetings at any of these offices; your home, workplace or a coffee shop nearby. I also offer a video-based relationship to keep in line with the ever-evolving space surrounding financial services and the use of technology in this endeavour. The health of our community and co-workers remain a top priority at AWM. We support our Government's efforts to #flattenthecurve and our teams are working from home. We are fully operational and we are conducting video meetings.