Meet the Team
Managing Director at Ascot Wealth Management & GrowthInvest, IFA
Mark established Ascot Wealth Management in 2010 following a career in investment banking, mainly, lending, collatoral analysis and trading. Under Mark’s leadership, the firm has grown quickly in to a respected advice practice, with it’s main services being Financial Advice, Wealth Management and Estate & Tax Planning.
Mark is a strong believer of using technology in finance, to enable clients monitor their investments wherever they are. Mark is among the small percentage of young IFAs in the otherwise largely grey industry of financial advisers in the UK. He has helped bring in a change in the way the industry works.
Since the formation of the company in 2010, Clive’s played a key role in developing the brand image and coming up with the formative marketing strategy for Ascot Wealth Management. The strategies have been instrumental to the company’s tremendous growth over the last three years.
Rob brings in the wealth of over 20 years of experience in the telecommunications industry in the areas of market research, proposition development, strategy formulation and launching products. He provides Ascot Wealth Management with strategy on how to improve our compliance processes and better protect our clients.
At the start of his financial career, Ewan is currently helping the team at Ascot Wealth Management through helping support our team of Financial Advisors and looking to specialise in estate planning. His current experience within the company has helped him through building personal relationships with clientele, helping drive the financial team at Ascot Wealth Management.
Maddie, as she is known to us, is responsible for executing the requirements of clients, making sure that we have studied every need or decision that a client may take in a meeting. Structuring and organising the process of execution, which could include transferring a product or creating analysis reports. She works on various wealth platform systems including Standard Life and True Potential.
Charlotte assists the team at Ascot Wealth Management by putting the plans we make to action for our clients, and analyses and tracks the progress of the same. Her commendable interpersonal skills and ability to work with the team to coordinate different efforts make her an asset as a legal paraplanner.