Independent financial advice in Ascot
We are a Berkshire-based independent financial advisory firm. We work with clients in Ascot to help them build and protect their wealth and live a life free from financial constraints.
why choose us
Ascot wealth management services
Whether it is business goals or personal lifestyle ambitions you want to achieve, we will help you create a master plan that takes care of you, not just your money.
Wealth Management
Our client-first approach means we take the time to thoroughly understand your financial landscape, risk tolerance, and aspirations, ensuring your needs are always prioritised. We provide independent advice and are not restricted to the choice of funds, enabling us to choose top-performing funds.
Business Owners
We have assisted many business owners over the years, transforming the financials of the business, which has helped dynamic business owners achieve a higher level of growth. All assisted by utilising assets more efficiently using our Total Planning System.
Our Personal Financial Service for Individuals
If you are looking for a comprehensive financial planning solution to assist you in achieving peace of mind for your family, that is what we provide for clients with £300,000 or more in investment and pension assets.
What clients say
Discover what our clients think of us and how we help them succeed.
UnaVida are trustworthy, honest, and reliable.
Ray's philosophy to finance was aligned with ours.
I look at Ray as a friend, rather than just an adviser.
Resources
Choose from our extensive library of informative guides, helpful videos and insightful blogs.
About
Start with the end in mind.
Create a compelling vision of your future and make smart decisions about your money to ensure you achieve it. Our years of experience and ongoing advice will help you enhance your wealth, minimise your personal or business tax, and increase the value of your assets.
