Mortgages

AWM Mortgages is a full whole of market mortgage offering for clients needing just mortgage advice. We work with established companies to cover both private and business properties. Not only do we ensure we have brokered the best deal possible on your behalf, we are also happy to act as intermediaries with solicitors and other relevant third parties making the purchase or remortgage of an existing property as smooth as possible. For existing clients we faciliate mortgage business through a client ongoing relationship with us.

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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Financial Planning

Financial planning is at the forefront of everything we do. Our specialists will guide you through all the important decisions and work out planning solutions for you. We don’t see this as a one-time effort; we this as an evolving process.
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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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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.