Ascot Wealth Management was launched in 2011 and now has £140m of assets under management (AUM), a good proportion of which comes from structured products. SRP spoke to founder and managing director Mark Insley (pictured) about the firm’s use of structured products, and how the pensions reforms could help to expand the usage of these products.
“We have a slightly different business model to other firms in that we go beyond the ISA/pension set up,” says Insley, adding that this approach has helped the firm to be open to other ideas and products such as structured products.“We have covered the UK market for some time and we launched in South Africa recently with UK advisors based in Cape Town advising UK clients.” In terms of structured products, the independent adviser was “very lucky to have an acc