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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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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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- CM
Catriona McCarron
Chartered Financial Planner · Finance & Accounting
EmailPhone - CR
Colin Reed
Business and Enterprise Manager · General Business & Management
EmailPhone - CC
Claire Calder
Wealth Manager · Finance & Accounting
EmailPhone - GA
Greg Armstrong
Global Wealth Manager · Finance & Accounting
EmailPhone - AK
Algar Kasema
Paraplanner · Finance & Accounting
EmailPhone - KB
Katleho Borole
Junior Financial Paraplanner · Finance & Accounting
EmailPhone - NJ
Nwabisa Janda
Business Development Associate · Sales & Business Development
EmailPhone - SF
Shema Fiacre
Junior Automation and Data Specialist · Other
EmailPhone - TF
Tumisang Filane
Junior Automation and Data Specialist · Other
EmailPhone
Showing 9 of 30 verified contacts
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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