Meet the Team

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Ascot Estate Planning

Mark Insley

Managing Director at Ascot Estate Planning & Ascot Wealth Management, IFA

Mark established Ascot Wealth Management in 2010 following a career in investment banking, mainly, lending, collatoral analysis and trading. Under Mark's leadership, the firm has grown quickly into a respected advice practice, with it's main services being Financial Advice, Wealth Management and Estate & Tax Planning.

Mark is a strong believer of using technology in finance, to enable clients to monitor their investments wherever they are. Mark is among the small percentage of young IFAs in the otherwise largely grey industry of financial advisers in the UK. He has helped bring in a change in the way the industry works.

chelsea-meade

Chelsea Meade

Estate Planning Adviser
LLB, Affiliate Member, NALP Paralegal Graduate

Chelsea leads the Estate Planning team, alongside Mark Insley. Her extensive legal experience both in-house and in numerous corporate law firms is an asset to the team, and, currently sitting further professional qualifications, she always brings her up-to-date legal knowledge to her role. This, coupled with her hardworking attitude, will ensure that our clients receive a smooth and timely transition from initial contact to transacting Estate Planning business.
In 2016, the Estate Planning team has doubled in size and have plans to continue expanding. They are are more than happy to answer any questions that you may have, and look forward to helping you with your Estate Planning needs.

Estate Planning Associates

Sophie Spencer

Estate Planning Associate

Sophie is currently studying Law at Surrey University and her desire to preserve wealth through providing excellent Estate Planning makes her an efficient Estate Planning Associate.

Estate Planning Associates

Laura Goult

Estate Planning Associate

Laura successfully completed a placement year with Ascot Estate Planning during her Law Degree at Bournemouth University. She has continued to work with us ever since, bringing a smile to every clients face and her wealth of legal knowledge makes her a valued member of the team.