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UK Financial Adviser

Financial Advisers

Mark Insley

Founder & Managing Director

BA, MSc (Int. Securities Investments & Banking), Cert PFS.

Financial Adviser, Mark Insley

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.

Catriona Mccarron

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, Catriona McCarron

Claire Calder

Financial Adviser

BAHons DipPFS

Financial Adviser, Claire Calder

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.

Nwabisa Janda

Mortgage Adviser

Cert CII(MP) 

Nwabisa joined Ascot Wealth Management in 2017 in the Cape Town Office. She started off in the business development team and progressed to become a pension analyst, specializing in final salary pension transfers. She has since completed her exams and has worked her way to becoming a qualified mortgage adviser. Nwabisa now works with a range of clients, helping them with their residential purchases, Investment property mortgages, corporate mortgages, and much more.  
 
Nwabisa is a member of the Chartered Insurance Institue and the society of Mortgage professionals  
Mortgage Adviser, Nwabisa Janda

Greg Armstrong

Financial Adviser

BAHons DipPFS

Financial Adviser, Greg Armstrong

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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