Wealth
Management

We analyse both financial and goal based information given and present options that could benefit you in the short and long term, as well as incorporating your present financial arrangements and strategies.

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ESTATE / TAX
PLANNING

We create a bespoke solution for you for maximum protection for your assets. Our services include guidance for Multiple trusts, Gifting from Normal Expenditure, Family Planning, Multiple Family Offices.

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FINANCIAL
PLANNING

Financial planning is at the forefront of everything we do. Our specialists will guide you through all important decisions and work out planning solutions for you. We don’t look at this as a one-time effort; it is an ongoing, evolving process.

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About Ascot Wealth Management

Our unique approach to financial planning and wealth management means we put you as our client first. Relationships are at the heart of what we do – we maintain transparent pricing structures, coupled with 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 to suit your needs. We will work with you for the long term to help you achieve your life goals.