Meet the Expert Financial Advisers at Ascot Wealth Management

At Ascot Wealth Management, our team of expert financial advisers is dedicated to guiding you through every stage of your financial journey. We specialise in investment management, retirement planning, tax strategies, trusts, and estate planning, offering bespoke solutions tailored to your goals and circumstances. Relationships are at the heart of our approach. We take time to understand your unique aspirations, challenges, and long-term financial objectives. By building strong, personal connections, we ensure that every recommendation aligns with your life goals and wealth-building strategy. Our client-focused methodology means your needs always come first. Whether you aim to grow your wealth, protect your assets, or preserve your family’s financial future, our advisers deliver clear, actionable advice grounded in expertise and experience. With Ascot Wealth Management, you gain more than a financial plan—you gain a trusted partner committed to helping you achieve financial confidence, security, and peace of mind. Our holistic approach considers every aspect of your finances, providing a structured pathway toward your objectives. Discover how our professional, approachable team can help you make informed financial decisions. Explore our services, learn more about our advisers, and see how we help clients across the UK realise their financial ambitions with confidence.

Claire Calder

Financial Adviser

Stephen
Matthews

Operations &
Compliance
Manager

Shingirai
Makuwaza

Investment Analyst

Michael Morris

Wealth Management
Assistant

Rob Agnew

Adviser Competency
Supervisor

James Croker

Trainee Financial Adviser

Yaaseen Francis

Junior Paraplanner

Shema Fiacre

Junior Automation & Data Specialist

JODY MOSES

Junior Automation & Data Specialist

Cleo Brown

Junior Paraplanner

Anitta Nciweni

Junior Paraplanner

Simo Mlanjeni

Paraplanner

Mark Insley

Founder &
Managing Director

Catriona
McCarron

Financial Adviser

Nwabisa Janda

Mortgage Adviser

Colin Reed

Business &
Enterprise Manager

Israel Babatunde

Junior Financial Adviser

Nasheetah Abrahams

Office Management HR

Tumisang Filane

Junior Automation & Data Specialist

Lyndre Ferris

Workflow & Business Optimization

Emmanuel Taiwo

Paralegal

Bongie Sithebe

Junior Paraplanner

Algar Kasema

Paraplanner

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Greg Armstrong

Financial Adviser

Sam Hallett

Portfolio Co-Manager

Guille O'Flaherty

Chief Operating
Officer

Laura Goult

Estate Planning
Adviser

Jessica Mandry

Operations &
Administrative
Assistant

Zubayr Fish

Compliance Associate

Tara Permall

Junior Office Manager

Katleho Borole

Junior Paraplanner

Ayanda Nyawose

Paraplanner

Eesaa Adams

Digital Content Creator

Waseem Seralker

Wealth Management Assistant

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