Ascot Wealth Management - Sunningdale

Address: Scotch Corner, London Road, Sunningdale SL5 0ER, United Kingdom.
Phone: 1344851250.
Website: ascotwm.com
Specialties: Financial consultant, Financial institution, Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Ascot Wealth Management

Ascot Wealth Management Scotch Corner, London Road, Sunningdale SL5 0ER, United Kingdom

☎️1344851250

⏰ Open Hours of Ascot Wealth Management

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Ascot Wealth Management: Una Empresa de Gestión de Patrimonio de Alta Calidad

Con sede en Sunningdale, en el corazón de Inglaterra, Ascot Wealth Management es una empresa de gestión de patrimonio que ha ganado la confianza de sus clientes con su enfoque personalizado y profesional en la planificación financiera.

Ubicación y Contacto

Dirección: Scotch Corner, London Road, Sunningdale SL5 0ER, Reino Unido

Teléfono: 1344851250

Website: ascotwm.com

Especialidades

Financial Consultant, Financial Institution y Financial Planner son solo algunas de las especialidades que ofrecen los expertos de Ascot Wealth Management.

Características y Servicios

Característica	Descripción
Online Appointments	Pueden programar citas en línea con los expertos de Ascot Wealth Management.
On-site Services	Los expertos de Ascot Wealth Management ofrecen servicios en su sede en Sunningdale.
Wheelchair-Accessible Car Park	La empresa cuenta con un estacionamiento accesible para sillas de ruedas.
Toilet	Están disponibles baños para los clientes.
Appointment Required	Se requiere una cita previa para los servicios.
Appointments Recommended	Se recomienda hacer una cita para obtener el mejor servicio.

Opiniones

Esta empresa tiene 13 reseñas en Google My Business.

La media de la opinión es de 4,8/5.

Los clientes han destacado la profesionalidad y la facilidad de hacer negocios con los expertos de Ascot Wealth Management, así como la calidad del consejo y la atención personalizada que se les brinda.

Una de las reseñas destacó la importancia de considerar a cada cliente como una persona con sus propios objetivos y sentimientos hacia el riesgo y el futuro cuando se proporciona asesoramiento sobre la gestión de sus pensiones.

En general, Ascot Wealth Management ha ganado la confianza de sus clientes y se recomienda a cualquier persona que busque una empresa de gestión de patrimonio de alta calidad.

👍 Reviews of Ascot Wealth Management

Elaine H.

5/5

Ive been with Ascot Wealth for more than 5 years now, for various investments, the last 2 my pension.
Everyone is very professional, and easy to do business with, however its the quality of the advice given which I value, I really feel that they consider me as a person, my feeling toward risk and my aims for the future when advising how best to manage me pension, especially when we discussed a possible transfer last year.
I totally trust Ascot Wealth Management, and would recommend them to anyone.

Martin

4/5

Overall, I have had a great experience with Ascot Wealth Management. At one point I had a minor blip with one of the wealth managers. Safe to say it was dealt with instantly and has since been a pleasure working with AWM, and I look forward to the years to come. I would highly recommend them for your wealth management needs.

Charlie B.

5/5

I used Ascot Wealth Management (estate planning team) for their will writing services. Laura Goult managed this for me and was very efficient, professional but also friendly. I highly recommend them to anyone in need of estate planning or wealth management services.

Peter M.

5/5

Excellent professional advice and personal service. My adviser Catriona is superb and has suggested diversifications for my SIPP that I wasn't even aware existed. Mark nd his team are clearly a very forward looking, innovative and active business.

Geoffrey J.

5/5

Having takent VR and retirment I investigated and
interviewed several IFAs ,after receiving detailed retirement and income modelling from those companies that botherd to submit planning advice,I decided to go with AWM and their wealth planner Catriona McCarron . We have had 3 meetings where Catriona went over her report and investment suggestions in clear and plain English. I am moderately investment savvy and could understand the rationale behind all her advice. As the suggested portfolio has only just been instituted I can't attest to how good the advice will be have been seen in 12 months. But I can recommend that AWM and Catriona be on your list of Financial advisors to go to for advice .What could have been a very daunting task has been handled professionaly and clearly.

alan S.

5/5

We have been with AWM for 4years and we could not be happier with how they have looked after us also we used the estate planning for our wills who were brilliant I would recommend them to anyone

Thorfinn A.

5/5

Great service but most importantly the numbers are always far better than the benchmark!

Stephen H.

5/5

Always a friendly and extremely informed contact which has helped us enormously with our finances.