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Address: Index House, Ascot, SL5 7EU
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Telephone: 01344 875343
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Fax: 01344 870303
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Charging Structure: We are fee bases financial planners. We charge separately for advice and for the implementation of any products selected. These charges can be paid either by a direct fee by the client as offset by commission, dependent upon what the client prefers.
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Business Areas: Equity release, Ethical investments, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: AFPC, CeMAP, CertPFS, FPC1, FPC2, FPC3
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Address: 12 Holmes Close, Ascot, SL5 9TJ
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Telephone: 01344 624480
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Charging Structure: We operate on both a pure fee-based basis as well as a fee and commission basis. For Gold and Platinum clients, we take no commission from fund providers to provide the unbiased investment solution in place. Any rebate goes back to you in the form of additional units or cash rebates.
On some products, such as life assurance, the provider pays us a finder fee for the business we create. This has no detriment for the client in terms of the premium they pay for the cover and is clearly provided in all product literature.
For our clients in our Private Client area ALL rebates / introducer fees on products they hold are credited back to the client in the form of Ascot WM Investment Credits which can be used by the client at any time to offset against any fees in the future. This is a unique approach for the sector and something we are happy to provide for our private clients.
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Business Areas: Life Assurance, Unit Trusts
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Financial Qualifications: CertPFS, DipPFS
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