Mark Insley

Having established Ascot Wealth Management (AWM) in 2010 following a career in investment banking I have quickly grown the firm into a respected advice practice where our main services are in Financial Advice, Wealth Management and Estate & Tax Planning. Ascot Wealth Management has been recognized for its excellence, winning the 2019 Professional Adviser Firm of the Year Award for the South East. Additionally, we were shortlisted for Best Pension Freedom Service and Best Individual Pensions Advice Firm of the Year, with these awards to be announced later this year. Our main office is in Sunningdale, with satellite offices in London and Twickenham. I am available for meetings at any of these locations, as well as at your home, workplace, or a nearby coffee shop. To accommodate the evolving financial landscape, I also offer video-based consultations, ensuring flexibility and convenience for our clients. We operate as a true fee-based business, giving clients the option of a one-off relationship or an ongoing servicing relationship. Our approach begins with a comprehensive review of your financial situation, allowing us to assess how we can best support your goals. We provide an independent report that outlines areas for improvement and the subsequent steps required to meet those objectives. Our fee structure is transparent, with all rebates passed directly back to clients, ensuring that our recommendations are driven solely by your best interests. Our Wealth Management and investment strategies combine active and passive investment styles to deliver cost-effective solutions. We recommend funds with clean share classes, often resulting in significant savings for our clients—typically around 0.75%. In addition to ISAs, Pensions, Investment Bonds, and Savings Products, we offer expertise in structured products and tax-efficient investments such as EIS and SEIS for clients with a higher risk appetite and specific planning needs. We also include tax return services as part of our comprehensive offering. Estate planning is integral to our approach, starting with the review of wills and trusts. We often collaborate with families to optimize Inheritance Tax planning and bloodline preservation, ensuring that family members work together while maintaining their independence. We pride ourselves on building long-term relationships with our clients, as ongoing reviews are key to achieving lasting success. Our processes are designed to reduce costs, save time, minimize tax liabilities, and enhance the efficiency and risk management of your portfolio and estate. Our founding principles offer a refreshing alternative to traditional advisory firms, and we aim to set the standard that others will follow. We look forward to discussing how we can support your financial journey.