Catriona McCarron

As a Wealth Manager at Ascot Wealth Management, I enjoy meeting new clients and helping them achieve their long- and short-term goals. I thrive on new client challenges, working over a range of financial planning sectors from pensions to investments with my specialism within the company being in tax-efficient investments and structured products space. This hard work paid off when Ascot Wealth Management was recently named Firm of the Year for the South East. In addition to this, I've been shortlisted as a candidate for Young Retirement Planner of the Year in the UK. As a Wealth Manager at Ascot Wealth Management, I specialize in helping clients achieve both their short- and long-term financial goals. My expertise spans multiple sectors, with a focus on tax-efficient investments and structured products. This dedication contributed to Ascot Wealth Management being named Firm of the Year for the South East. I've also been shortlisted for the Young Retirement Planner of the Year award in the UK. I work closely with our in-house Estate Planning team, assisting clients with Inheritance Tax Planning through investment and trust-based models. I pride myself on being personable and approachable, ensuring that I address client needs in every situation. While our main office is in Sunningdale, we also offer meetings in London and Twickenham, and we’re flexible with home, workplace, or coffee shop visits to make the process as convenient as possible. Ascot Wealth Management is an independent, fee-based firm that operates across the whole market to find tailored financial solutions for our clients. We offer three primary service routes: 1. One-Off Planning: The first route we work with clients is on a one-off planning practice, meaning we would write a report to provide a solution to an issue you are facing. This can be anything from Inheritance Tax Planning to Cash Flow Projections in retirement. The cost for this service would be an agreed one-off fee that would allow you to enact the planning with or without our ongoing assistance. 2. Single Transaction: We can also work with clients on a single transaction basis covering mortgages, EIS, protection and Estate Planning. Here we may do a single protection policy to suit your requirements and not necessarily have an ongoing engagement. What makes us different from other companies is that for many of these services, we get paid an introducer fee, therefore anything we receive from the protection company, for example, is rebated to you. This enables us to reinforce our position as transparent and gain your ongoing trust. 3. Ongoing Wealth Management: The final and widely used route for our clients is a fully transactional relationship where we provide an ongoing wealth management service for products such as pensions, investments to tax planning. The charging structure for this route is either as a percentage of the assets under management or a pre-agreed set fixed fee, which means all meetings, tax planning, reviews and performance illustrations are not charged at an additional cost. In addition to what I’ve already denoted, we work with bonds, saving products and more sophisticated investments which fall under my specialism. We also have an in-house Estate Planning team, who can provide STEP affiliated Wills & Trusts to protect you and your family. By having all of your holistic needs under one roof we can organise your investment management, protect your estate and provide tax returns so you don’t have to. Our ultimate goal is to provide tailored and ongoing support to meet your immediate and long-term financial objectives.