Ascot Wealth Management Company Profile, Contacts & Intelligence

Financial ServicesScotch Corner, United Kingdom36 employeesFounded 2010
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
36
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
3
Mapped contact coverage

Ascot Wealth Management Overview

Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into an advisory practice owned and shaped by clients. We believe we have learnt from the mistakes of the industry and present a modern solution to your planning needs which sets us apart from other sales driven organisations. We combine the very best traditions of a client and advisor/adviser relationship whilst adopting a fresh model, delivering transparent costs and sophisticated investment techniques. Our message is simple: we will provide you with a cost efficient, fresh thinking and a dedicated planning process with tailored investment solutions for all clients. We will work with you for the long term to help you achieve your life goals. Specialties Wealth Management, Financial Planning, Investments, SIPP's, EIS, Tax

Headquarters
Scotch Corner, United Kingdom
Website
ascotwm.com
Industry
Financial Services
Founded
2010
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Management Financial Planning Investments Protection SIPP's Property Life Planning EIS Tax Strategies Trusts Inheritance Tax Planning

Ascot Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using Ascot Wealth Management's company email domain.
General
4
Finance
1
Executive
1

Ascot Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Mark Insley
Founder and Managing Director at Ascot Wealth Management - Managed LinkedIn Account
S
Sam Hallett
Portfolio Co-manager at Cape Berkshire Asset Management
E
C
Clive Insley
Managing Director - Photography - Marketing - Advertising - Seed Eis
E
S
Shingirai Benjamin Makuwaza , Fmva®
Lead Investment Analyst at Cape Berkshire Asset Management, Cfa Level Iii Candidate

Ascot Wealth Management Workforce Composition

Seniority breakdown across 18 visible profiles.

Individual contributor
6
Associate / junior
5
Manager
4
Executive
1
Director
1
Senior / Lead
1

Ascot Wealth Management Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
1

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