Meet The Team

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Ascot Wealth Management United Kingdom

Mark Insley

Managing Director at Ascot Wealth Management Ltd & Ascot Estate Planning Ltd

Mark established Ascot Wealth Management in 2010 following a career in investment banking, mainly, lending, collatoral analysis and trading. Under Mark's leadership, the firm has grown quickly into a respected advice practice, with it's main services being Financial Advice, Wealth Management and Estate & Tax Planning.

Mark is a strong believer of using technology in finance, to enable clients to monitor their investments wherever they are. Mark is among the small percentage of young IFAs in the otherwise largely grey industry of financial advisers in the UK. He has helped bring in a change in the way the industry works.

Financial Advisers

Jonty Rider

Financial Advisor

jonty,rider@ascotwm.com

 

Jonty has a background in Finance and Investment Banking and recently qualified as a Financial Advisor after completing his Financial Services exams. With his specialist mortgage and equity release knowledge, he is a valued member of the AWM team. 

Nicola Glass

Financial Advisor

nicola.glass@ascotwm.com

Bsc(Hons), DipPFS

Nicola has been a key member of the firm since 2015. As a member of the CII, she has completed her Financial Service exams and has a first class degree in Economics.  She is a valuable member of the investment committee and our investment management practice. Nicola has expert knowledge in pension analytics, with the special transfer permission of the SPS & AF3 certificates. 

Catriona McCarron

Financial Advisor

catriona.mccarron@ascotwm.com

Bsc(Hons), DipPFS

Catriona joined the firm in 2015 and has since become a fully qualified financial adviser. Prior to joining AWM Catriona spent a year in private equity research and graduated from The University of Bath. Catriona works with a broad spectrum of client inquiries, ranging from overall financial planning, retirement planning and tax planning.

Graduate Wealth Managers

Paula Guedes

Graduate Wealth Manager

 

Thomas Francis

Graduate Wealth Manager

Claire Calder

Graduate Wealth Manager

Difang Deng

Graduate Wealth Manager

Paul Dotun Abiodun

Graduate Wealth Manager

 

Assistant Wealth Managers

Sarah Nesbitt

Assistant Wealth Manager

Alvaro Ferreira

Assistant Wealth Manager

Mark Insley's Team

Samuel Hallet

Assistant Wealth Manager

 

Ropa Ushe

Assistant Wealth Manager

Office Managers

Compliance

Leah Saunders

Office Manager

Lauren Keen

Office Administrator

Rob Agnew

Firm Competency Officer

Madelaine Delboy

Firm Compliance Manager

Business Development

Marketing

Guillermo O'Flaherty

Business Development Manager

Rebecca Thubron

Software Development & Strategy

Clive Insley

Marketing Manager

Mark Insley's Team