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VerifiedFinancial Services· Founded 2010

Ascot Wealth Management

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

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HeadquartersSunningdale, United KingdomEmployees43(11 to 50)Annual revenue$1M to <$10MFounded year2010Websiteascotwm.comLinkedIn profileLinkedIn

Verified contacts

30

available on Kipplo

LinkedIn employees

43

11 to 50 range

Open roles

no listings

Distinct roles

22

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Ascot Wealth Management

22 distinct titles indexed · top 10 shown.

  • 2financial advisor assistant
  • 2junior automation and data specialist
  • 2wealth management assistant
  • 1business and enterprise manager
  • 1business development associate
  • 1capego app
  • 1chartered financial planner
  • 1cinematographer
  • 1co-founder director
  • 1content producer
  • +12more titles

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