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Specialists in Financial planning and Wealth Management based in Ascot. Providing you with Insights to the Financial World....

Ascot, UK
Joined March 2010
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WIN a DAY IN PARADISE at Foxhills Country Club for you and your partner/friend PLUS 2 bottles of Champagne. Follow the link to find out how: ow.ly/7dbH50EJHKc @VictoriaJamesC #ascotwm #victoriajamesconcierge #ukgiveaway #lluxuryliving #financialadvisors #
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We are thrilled to be recognised for this prestigious award for the second time. Without the AWM team, this would be possible, I would like to thank them and at the same time extend my thanks to our clients for their loyalty, trust and support. #ImpactBeyondInvestment #GIAwards22
Our 'Wealth Manager of the Year' is: Ascot Wealth Management (@ascotwm) 🎉🍾🥂 Outstanding performance by Ascot Wealth Management this year, really impressive 👏👏👏 #GIA2022 #impactbeyondinvestment
Competition time WIN a DAY IN PARADISE at Foxhills Country Club for you and your partner/friend PLUS 2 bottles of Champagne. To find out more and TO ENTER, Hit this link: ascotwm.com/2022/05/06/win-w…
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We are very proud to announce that we have once again been nominated for the Wealth Manager Of The Year Award. It means so much to our staff and we would like to thank them for all the hard work they have put into the past year. Good luck to all the firms nominated @GIAwards
A finally, big round of applause and best of luck to the companies who made the final round of Wealth Manager of the Year: @ascotwm @GreystoneWealth @sjpwealth and @TavistockWealth 💥💥🏆🏆👏👏 #GIAwards2021 #impactbeyondinvestment #SME
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A finally, big round of applause and best of luck to the companies who made the final round of Wealth Manager of the Year: @ascotwm @GreystoneWealth @sjpwealth and @TavistockWealth 💥💥🏆🏆👏👏 #GIAwards2021 #impactbeyondinvestment #SME
Routine is key in all aspects in life. If you make it a habit, you will get the results you want. #wealth #invest #saving #moneytips
Did you know that we have a mortgage specialist on hand. Give us a call to help give your dream an address. 01344 851 250 #ascotwm #wealthmanagement #wealthadvisers #financialadvisers #financialservices #financialplanning #financialsuccess #moneymanagement #buytoletmortgage
Life is a journey that starts and ends with family. Will they be well taken care of if something happens to you? #ascotwealthmanagement #ascotwm #wokingham #earley #wealthplanning #financialwellness #financialplanner #financialsuccess #financiallyfit #buildingwealth #buildwealth
Another tip to practice personal financial responsibility is to pay yourself first. That means you should set aside a portion of your income to save. #ascotwm #ascotwealth #financialresponsibilities #wealthcreation #financialadvisers #financialservices #financialplanning
For Jane being carefree means knowing that she will be well taken care of financially in her old age. By setting up a pension fund and contributing a prescribed amount to it every month Jane can rest assured that she will reach her goal of a carefree retirement #ascotwm #Pensions
A budget can be overwhelming but it doesn't have to be. We put together a list of basics that will help you manage your finances better. #ascotwm #budgettips #tuesdaytips #moneytips #budget #budgeting #moneysavingstips #wealthmanagement #wealthadviser
An ISA is a great way to invest tax-free. Not only will an ISA shelter you from capital gains tax,there is also no tax on dividend and interest payments ☎ 01344 851 250 *investments may go up as well as down. #ascotwm #financiallyfree #financialadvice #carefreeliving #pensions
Think about how you spend your money. Will you be able to achieve these financial goals with your current spending habit? Give us a call 01344 851 250 #ascotwealthmanagement #ascotwm #financialservices #financialplanning # #financialsuccess #wealthgenerators #financialadvice
Congratulations to @ascotwm @BerryandOak @BoolersNews, Britannic Place Financial Management Limited, Depledge Strategic Wealth Management Ltd, @Henwood_Court @holdenpartners @kellandshale @LucentFP @WingateFP for making the shortlist! #ILPAwards
Here is the announcement of the Investment Life & Pensions Moneyfacts Awards Retirement Adviser of the Year shortlist with a message from category sponsor @CanadaLifeUKadv. Congratulations to the finalists! #ILPAwards youtu.be/E_-_CzZkNDU
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Americans are paying off their credit cards at the fastest rates in years. Banks are responding with generous card solicitations and looser underwriting standards. ascotwm.com.advisor.news/cre…
With the pandemic increasing focus on sustainability and conscious consumerism on the rise, demand for a better model of business is growing. This trend has fuelled interest for an organisational form, the certified B Corporation. ascotwm.com.advisor.news/can…
Solid wage growth and unfilled openings point to much less slack than after the previous recession. ascotwm.com.advisor.news/the…