Financial Planning

Financial planning is at the forefront of everything we do. We place importance on getting a clear understanding of each client’s requirements and expectations. We then tailor our financial planning to suit your goals and aspirations. Our process consists of the following steps:

Wealth Management

We present you with options that could benefit you in the short and long term. These options incorporate your current financial arrangement and work towards enhancing your Wealth Management road map.
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Estate Planning

We create a bespoke solution for maximum protection of your assets. Our services include guidance for multiple trusts, gifting from normal expenditure, family planning, multiple family offices.
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Tax Planning

Taxation can be complex with the ever changing rules, reliefs and allowances, so it’s important to make sure you are up-to-date so that you can make your personal finance more tax efficient.
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Corporate Planning

Creating your own qualifying pension scheme could work better as a benefit and retention tool for a wider range of staff.
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Mortgages

Whether you are a first time buyer or remortgaging, our in house Mortgage Team will help you source the best deals and ensure that you have a hassle free experience when it comes to mortgaging your property.
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Client Onboarding
  • Discovery Meeting: The first meeting with our clients is key to the rest of the financial planning process. It helps us understand your financial situation and your motivation for seeking out help, which in turn will help us pick out solutions that are best suited to you.
  • Need Identification: Once we have an idea of what your position is we will work with you to identify what are your financial needs, goals and requirements.
  • Prioritization of Needs: When we know what your needs and requirements are, then we can prioritize them according to the time in which you would require to achieve them and the urgency of your goals and other priorities in life.
  • Recommendations: After we have worked together to identify your goals and prioritise them, then we are in a position to make recommendations that will be completely tailor made for you.
Ongoing Review and Problem Solving

Once we define the approach that is best for achieving your goals, the next step would be implementing them to begin to actualise those goals. The process doesn’t end with the implementation though, we continuously review the solutions we’ve planned and check their efficiency.

Meetings and Reviews

While we will continuously monitor your investments we would like to keep you in the loop so that you are involved in the process as well. These meetings will help you take stock of how your investments are working and then could decide whether you would like anything to be revised or changed.

Constant Planning and Evolution

Your life constantly changes and along with so will your needs and goals. This would mean that we would also need to continuously change and modify the approach to managing your wealth so that it reflects the changes in your life.

 

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.