UK Financial Adviser

Big year for AWM!

Ascot Wealth Management had the honour of starting off the year by being named the South East’s Professional Adviser Firm of the Year for 2019. This was followed by a number of nominations for the highly acclaimed Retirement Planner Awards 2019 in the following categories: Best Individual Pensions Advice Firm of the Year*, Best Pension Freedom Service, as well as an individual candidate nomination for our financial adviser, Catriona McCarron, in the Young Retirement Planner Award in the UK** category. We also received our first-time nomination for the Investment Marketing and Innovation Awards’ Digital Marketing Initiative of the Year Award, in recognition of our short financial videos.

And this was all in the span of only eight months!

It is with great pleasure that we are now able to announce that Ascot Wealth Management has been shortlisted in the fifth annual Growth Investor Awards for the coveted Wealth Manager of the Year Award, sponsored by Kin Capital. The award focuses on companies that have had an impact beyond investment whether that be through the creation of jobs, boosting economic growth or supporting of innovation. To be recognised in this category confirms the refreshing Ascot Wealth Management mantra of always looking outside the box for the latest investment solutions

The judges will evaluate how we incorporate alternative investments as part of a client’s portfolio, how we optimise research and education and how we apply our expertise to add value to our clients.

The exclusive black-tie dinner will be held at the Royal Lancaster Hotel in London on the 6th November in front of an audience of 450 guests. 

Commenting on becoming a finalist in this prestigious category, AWM’s Managing Director, Mark Insley said: “The AWM team is thrilled to be recognised as a finalist for this award. Our mantra is always to think outside the box with fresh ideas and with with the extreme volatility in world markets we pride ourselves on looking at the positive opportunities for clients to achieve their investment goals”

 *London, the South East and East Anglia 

** excluding London 


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