Founder & Managing Director
BA, MSc (Int. Securities Investments & Banking), Cert PFS.
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.
Mark has made it his life mission to help his clients reach their financial goals in life. He specialises in all aspects of wealth management and financial planning. Chat to Mark to get the advice you need.
Financial Adviser
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.
Financial Adviser
BAHons DipPFS
Claire joined Ascot Wealth Management in 2014 on a placement year whilst studying for her Batchelors Degree in Finance & Business. Since returning to Ascot Wealth Management after her studies, Claire has successfully completed the Diploma in Regulated Financial Planning and is a now operating as a fully qualified financial adviser. Claire works with a wide range of clients and family offices using her experience and expertise in the industry to create bespoke solutions for each circumstance.
Mortgage Adviser
Cert CII(MP)
Financial Adviser
BAHons DipPFS
Greg joined the Ascot Wealth Management team in 2016 to start out in the newly created Cape Town office. After cutting his teeth as a pensions analyst, specialising in final salary transfer analysis, he moved over to advising clients as a fully qualified financial adviser. He works with a wide range of clients who are planning for a multitude of different financial objectives over the course of their working careers and retirement years.
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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference number 551744.
Ascot Wealth Management Limited is a registered limited company. Company Number: 07428369
