Client Types

Our foundation tier has been tailored to suit individuals who are looking for a low cost & early stage financial planning partner. These savings are normally achieved by conducting meetings using Skype or over the telephone as opposed to face to face. Investments in this tier are placed in low cost and efficient passive funds rather than our AWM portfolios.

This tier is well suited to clients who are building wealth and saving regularly and who also appreciate an annual review with one of our advisers. Skype can also be used to conduct meetings on a more regular basis and in addition, clients benefit from our AWM portfolios which are regularly reviewed across all products. This is a key part of our AWM Financial service over AWM Start as it provides a greater level of responsiveness to market conditions.


Our most popular proposition combines an excellent level of service with great value for money.Depending on your level of investable assets, you will benefit from increased face-to-face meetings per year allowing you to explore more options for your finances, as well as use of our state-of-the-art cash flow modelling service. What’s more, you will have the option of being introduced to more specialised tax-planning meetings in areas such as EIS and Seed EIS investments.


This tier is suited to clients who require regular contact with one of our advisers and who wish to benefit from the more advanced and tailored solutions that we offer as a firm. We offer tax planning and a tax return for AWM Private Clients and their family, including access to our AWM EIS service. Clients can expect up to six face-to-face meetings per year in addition to our boutique portfolio management service which is an extension on our core portfolios and semi -annual use of our cash flow modeling software which increases in popularity with clients.

Our most prestigious proposition offers clients a comprehensive suite of premium benefits and is suited to those who require an unrivalled, hassle-free service level that complements their commitment to building long-term wealth. Families can combine assets in this tier whilst still having a confidentiality and autonomy over their own assets and financial position. To accommodate various parties and ongoing needs and decision making of AWM Family Office clients we offer up to twelve face-to-face meetings each year. In addition clients benefit from online access cash flow modeling reports as well as quarterly. All Benefits of earlier tiers are inclusive as well as unique bespoke services only available to this tier.

AWM Mortgages is a full whole of market mortgage offering for clients needing just mortgage advice. We work with established companies to cover both private and business properties. Not only do we ensure we have brokered the best deal possible on your behalf, we are also happy to act as intermediaries with solicitors and other relevant third parties making the purchase or remortgage of an existing property as smooth as possible. For existing clients we faciliate mortgage business through a client ongoing relationship with us.

AWM Estates is for clients looking to focus solely on Estate Planning. This covers a wide umbrella of areas, including wills and trusts, Lasting Powers of Attorney and conveyancing, among others. We offer bespoke advice, taking your personal situation including your finances into account, to design you a bespoke plan that will protect your estate for your family not only after death but during life too. Clients often engage with us on this area as the foundation of their planning and move on to an ongoing relationship with Ascot Weath Management. Due to the succful integration of estate planning we have recently moved this client type in to a separate business Ascot Estate Planning Ltd which is where clients will be referred to complete this planning.

AWM EIS is our specialist service for those looking for advice and guidance on using the governments Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS). The service has a fixed fee minimum for meetings just on this area. We are one of few firms who offer this bespoke service and have an excellent record in assisting clients find both asset backed and high growth opportunities.

AMW Protect clients have the to opportunity use our protection capabilities separately from any other functions we offer. Whether you are interested in Life Assurance or Critical illness, we will compare whole of market quotes to find you the best deal – both in terms of protection and value for money. Having dealt with a number of providers, we have a comprehensive understanding of the market and endeavor to put in lace the best protection for you.

Becoming A Client

From your initial enquiry, we come to you with no preconceptions on your needs or how we could work together. We strongly believe no two clients are the same and they certainly do not stay the same over time, thus you can be confident we will find solutions tailored to your specific needs.

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.