Ascot Wealth Management - Sunningdale

Ascot Wealth Management, located at Address: Scotch Corner, London Road, Sunningdale SL5 0ER, United Kingdom, is a distinguished financial institution that offers a range of financial services. With a phone number: 1344851250 and a user-friendly website at Website: ascotwm.com, this company has built a strong reputation as a reliable and trusted financial consultant and planner.

Their areas of expertise, or Specialties, include financial consulting, financial planning, and serving as a financial institution. These services are designed to help individuals and businesses manage their finances effectively and achieve their financial goals.

One of the key features of Ascot Wealth Management is their commitment to accessibility and convenience. They offer online appointments for those who prefer to conduct their business virtually, as well as onsite services for those who prefer in-person consultations. The company also has a wheelchair accessible parking lot and wheelchair accessible restroom, making it easy for everyone to visit their location.

Additionally, Ascot Wealth Management has received numerous positive reviews from satisfied clients. With a total of 13 reviews on Google My Business, the company has earned an impressive average opinion: 4.8/5. These reviews attest to the high-quality service and expertise provided by the team at Ascot Wealth Management.

Overall, Ascot Wealth Management is an excellent choice for anyone seeking financial guidance and support. Their convenient location, accessibility features, and commitment to customer satisfaction make them a standout option in the industry.

If you're looking for a trusted financial consultant and planner, be sure to visit Ascot Wealth Management's website at ascotwm.com to learn more about their services and schedule an appointment. The team at Ascot Wealth Management is dedicated to helping you achieve your financial goals, and they are eager to assist you on your financial journey.

Reviews of Ascot Wealth Management

Elaine Haskins

5/5

Ive been with Ascot Wealth for more than 5 years now, for various investments, the last 2 my pension.
Everyone is very professional, and easy to do business with, however its the quality of the advice given which I value, I really feel that they consider me as a person, my feeling toward risk and my aims for the future when advising how best to manage me pension, especially when we discussed a possible transfer last year.
I totally trust Ascot Wealth Management, and would recommend them to anyone.

Martin

4/5

Overall, I have had a great experience with Ascot Wealth Management. At one point I had a minor blip with one of the wealth managers. Safe to say it was dealt with instantly and has since been a pleasure working with AWM, and I look forward to the years to come. I would highly recommend them for your wealth management needs.

Charlie B

5/5

I used Ascot Wealth Management (estate planning team) for their will writing services. Laura Goult managed this for me and was very efficient, professional but also friendly. I highly recommend them to anyone in need of estate planning or wealth management services.

Peter Martin

5/5

Excellent professional advice and personal service. My adviser Catriona is superb and has suggested diversifications for my SIPP that I wasn't even aware existed. Mark nd his team are clearly a very forward looking, innovative and active business.

Geoffrey Jackson

5/5

Having takent VR and retirment I investigated and
interviewed several IFAs ,after receiving detailed retirement and income modelling from those companies that botherd to submit planning advice,I decided to go with AWM and their wealth planner Catriona McCarron . We have had 3 meetings where Catriona went over her report and investment suggestions in clear and plain English. I am moderately investment savvy and could understand the rationale behind all her advice. As the suggested portfolio has only just been instituted I can't attest to how good the advice will be have been seen in 12 months. But I can recommend that AWM and Catriona be on your list of Financial advisors to go to for advice .What could have been a very daunting task has been handled professionaly and clearly.

alan sellwood

5/5

We have been with AWM for 4years and we could not be happier with how they have looked after us also we used the estate planning for our wills who were brilliant I would recommend them to anyone

Thorfinn Armstrong

5/5

Great service but most importantly the numbers are always far better than the benchmark!

Stephen Hale

5/5

Always a friendly and extremely informed contact which has helped us enormously with our finances.