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Our People

Meet the faces behind Ascot Wealth Management. Our dedicated team of financial advisors are committed to guiding you through every stage of your financial journey. From investment management and retirement planning to tax strategies and estate planning, our professionals bring a wealth of experience and a deep understanding of the financial landscape.

Relationships are at the heart of what we do. We believe that building a strong, personal connection with each of our clients is essential for delivering the best possible financial advice and services. Our team takes the time to get to know you, understand your aspirations, and work collaboratively with you to develop a comprehensive strategy that aligns with your life goals.

Ascot Wealth Management's approach to financial planning and wealth management is centered on putting you, our client, first. We understand that each individual has distinct financial goals, dreams, and challenges. Our teams brings a wealth of experience and a deep understanding of the financial landscape.

Claire Calder

Financial Adviser

Stephen
Matthews

Operations &
Compliance
Manager

Shingirai
Makuwaza

Investment Analyst

Michael Morris

Wealth Management
Assistant

Rob Agnew

Adviser Competency
Supervisor

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Mark Insley

Founder &
Managing Director

Catriona
McCarron

Financial Adviser

Nwabisa Janda

Mortgage Adviser

Alena Teptia

Administrative Assistant

Colin Reed

Business &
Enterprise Manager

Greg Armstrong

Financial Adviser

Sam Hallett

Analyst & Project
Manager

Guille O'Flaherty

Chief Operating
Officer

Laura Goult

Estate Planning
Adviser

Jessica Mandry

Operations &
Administrative
Assistant

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