Ascot Wealth Management

13/03/2025

AWM are hosting seminars with our MD, Mark Insley, on managing and minimising Inheritance Tax, protect your wealth and ensure a smooth transfer to your loved ones.

These sessions are available to attend in person or virtually, simply follow the link to our form or scan the QR code and choose your preferred date. You will then need to register your email address to receive confirmation details. All sessions will run between 5:30pm & 7pm

Register now to secure your spot! Sign up with your email to receive further details: https://docs.google.com/forms/d/1HitVi9IHbz0B48elz5P7zH2YBI-pkRsSlf8-35VJM2E/edit

If you would prefer to call to register or find out more then please call us on 01344851250

30/03/2023

New Blog Post
https://ascotwm.com/a-day-in-the-life-of-an-investment-analyst/

28/02/2023

https://ascotwm.com/investing-101-a-beginners-guide-to-the-stock-market/

30/01/2023

Ascot Wealth Management Ltd is looking for a part-time Bookkeeper

Bookkeeper duties and responsibilities:

- Processing payments, invoices, income and receipts and entering data into accounting software or databases then filing hard copies
- Preparing financial statements showing business income and expenditure
- Paying vendor invoices and tracking bank account balances
- Verifying the accuracy of business accounts and alerting the Accountant of errors
- Recording any inconsistencies to help the Accountants reconcile inaccuracies
- Helping the Accountant with administrative duties and preparing yearly accounts

Competitive salary.
Please send your CV to [email protected] with the email subject as per below:

Bookkeeper and your full name.

A little bit information about our company:
Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into a wide-scoped Wealth Management practice shaped by its clients. We provide a fresh perspective on the Industry and reflect this in the array of solutions we provide for clients. We advise clients on a number of areas including:
● Investments
● Pensions
● Protection
● Tax Strategies
● Estate Planning
● Property
● Life Planning

We are a young, forward-thinking company looking to change the Industry and become a major player in the sector in the coming years. We continue to focus on client needs while at the same time creating an environment for young individuals to become competent and thrive in an increasingly competitive Industry. Ascot Wealth Management Ltd has rapidly expanded and the Cape Town office is the first of several new offices to be opened. We have won multiple Industry recognised awards including wealth Manager of the Year in 2022.

For additional information about your future company, please visit our website www.ascotwm.com

23/01/2023

NEW BLOG POST

https://ascotwm.com/cladding-restrictions-finally-eased/

If you have been affected by the government regulations on firewall safety and cladding when trying to sell or remortgage your property, there are finally steps that can be taken to remedy the situation... Nwabisa, our mortgage specialist has offered a full breakdown of how to rectify the cladding issue.

Click below to read further.

NEW BLOG POST: https://ascotwm.com/cladding-restrictions-finally-eased/

01/01/2023

Wishing you and your family, all the best for the new year.

As professional Financial Advisers, we welcome you to contact us should you need any financial advice as we enter into the new year.

Please email [email protected] to get in touch

25/12/2022

Merry Christmas to those who celebrate.

We hope you have a wonderful time with your family and friends

25/11/2022

https://ascotwm.com/ascot-wealth-management-named-as-winners/

"We are thrilled to be recognised for this prestigious award for the second time. Without the AWM team, none of this would be possible so I would like to thank them and, at the same time, extend my thanks to our clients for their loyalty, trust and support.

In a year that has presented so many Macro challenges. We will always try to innovate and bring new products and ideas to clients and we think this award recognises that.” Mark Insley, Founder & Managing Director.

Read about our recent achievement here:

https://ascotwm.com/ascot-wealth-management-named-as-winners/

25/11/2022

WE WON!!!

We recently won the 2022 "Wealth Manager of The Year" award and we could not be more proud of our hard-working and dedicated team!
https://ascotwm.com/ascot-wealth-management-named-as-winners/

Are you seeking Financial Advice? Get in touch with us for a free no-obligation meeting. This meeting is for you to learn more about us and how we can help, you make the decisions from there.

The 2022 Growth Investor Awards took place last night, with a gala dinner and awards ceremony to recognise the best of the growth investing community. The winners received their awards at the London Hilton, Park Lane, in front of 450 guests from across the alternative investments industry.

18/11/2022

GIVEAWAY TIME

https://ascotwm.com/win-3x-tickets-to-the-christmas-races/

WHAT YOU CAN WIN:

-3x King Edward VII Enclosure Access Ticket for the Friday Only (16 December 2022)
-3x Drink Vouchers
-Level 4 access
-Elevated trackside viewing
-Balcony overlooking Parade Ring
-Access to Premier bars & restaurants

TO ENTER follow these 4 easy steps:
1. Follow the link and sign-up to the AWM newsletters
2. Like this post
3. Comment and tag 2 friends you are taking to the races
4. Spread the love by sharing this post

There will be only 1 Winner. The winner will be announced on Monday the 12th of December.

By entering this giveaway, you acknowledge and consent to your information (name, surname, email address and Date of Birth) being shared with Ascot Wealth Management for giveaway communications as well as marketing purposes. You will be considered to have opted into the Ascot Wealth Management mailing list. Entrants are free to opt out of communications at any time.

For more event details please visit the Ascot Racecourse website: https://www.ascot.com/enclosures/king-edward-vii/christmas

By entering this giveaway, you acknowledge and consent to your information (name, surname, email address and Date of Birth) being shared with Ascot Wealth Management for giveaway communications as well as marketing purposes. You will be considered to have opted into the Ascot Wealth Management mailing list. Entrants are free to opt out of communications at any time.

Please note that transport is not included. We cannot guarantee what facilities will be open on the day and we do not have any control over the restrictions of the event and the winner will need to abide by the event rules and regulations. Ascot Wealth Management cannot refund or exchange the tickets for the winner in the case the event is canceled.

The link to the competition is in the bio. Please also refer to the Giveaway terms and conditions via the link in the bio for more details on the giveaway.

https://ascotwm.com/win-3x-tickets-to-the-christmas-races/

25/10/2022

https://ascotwm.com/webinar-how-to-build-a-retirement-plan/

On the 24th of November, Greg Armstrong one of our trusted Financial Advisers will be offering his wealth of knowledge on retirement planning to those of you who are wanting to build a sound and solid foundation of security for your future.

Retirement is inevitable and it is one of those stages in life that can be very daunting to most. So building a solid foundation right from your first contribution is one of the key aspects of financial planning. If you have just started to save for retirement or if you are wanting to build onto your current retirement plan, then this webinar is for you. By attending this webinar you will get a better understanding of what you need to do in order to achieve your retirement goals.

Join Greg on the 24th of November for 45 minutes to 1 hour of learning how to build up a strong retirement plan to suit your needs.

https://ascotwm.com/webinar-how-to-build-a-retirement-plan/

25/07/2022

People, governments and companies alike are now scrambling to be at the forefront of the effort going into preserving our planet, and what is a more effective way to attain this than starting with changing how we invest?

https://www.ascotwm.com/2022/07/22/investing-for-the-future/