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.
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.