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UK Team

Advisers

Jonty Rider

Bsc(Hons), DipPFS
Jonty has a background in Finance and Investment Banking and recently qualified as a Financial Advisor after completing his Financial Services exams. With his specialist mortgage and equity release knowledge, he is a valued member of the AWM team.

Nicola Glass

Bsc(Hons), DipPFS
Nicola has been a key member of the firm since 2015. As a member of the CII, she has completed her Financial Service exams and has a first class degree in Economics. She is a valuable member of the investment committee and our investment management practice. Nicola has expert knowledge in pension analytics, with the special transfer permission of the SPS & AF3 certificates.

Catriona McCarron

Bsc(Hons), DipPFS
Catriona joined the firm in 2015 and has since become a fully qualified financial adviser. Prior to joining AWM Catriona spent a year in private equity research and graduated from The University of Bath. Catriona works with a broad spectrum of client inquiries, ranging from overall financial planning, retirement planning and tax planning.

Graduate Wealth Managers

Paula Guedes

Graduate Wealth Manager

Paula Guedes

Thomas Francis

Graduate Wealth Manager

Thomas Francis

Claire Calder

Graduate Wealth Manager

Claire Calder

Difang Deng

Graduate Wealth Manager

Difang Deng

Wealth Management Assistants

Sarah Nesbitt

Assistant Wealth Manager

Sarah Nesbitt

Alvaro Ferreira

Assistant Wealth Manager

Alvaro Ferreira

Samuel Hallet

Assistant Wealth Manager

Samuel Hallet

Ropa Ushe

Assistant Wealth Manager

Ropa Ushe

Office managers

Leah Saunders

Office Manager

Leah Saunders

Lauren Keen

Office Administrator

Lauren Keen

Compliance

Rob Agnew

Firm Compliance Officer

Rob Agnew

Madelaine Delboy

Firm Compliance Manager

Madelaine Delboy

Business Development

Guillermo O'Flaherty

Business Development Manager

Guillermo O'Flaherty

Rebecca Thubron

Software Development & Strategy

Rebecca Thubron

Marketing

Clive Insley

Marketing Manager

Clive Insley

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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. www.newep1.wpengine.com 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.