Mark Insley
Berkshire, UK
The MD of Ascot Wealth Management and Seed EIS Platform, I am currently among the small percentage of the younger of IFAs in a largely grey industry. I started my career with State Street where I became acquainted with securities lending, after which I spent time at the illustrious JP Morgan as a collateral analyst. Northern Global Trust, where I spent four years was one of the more defining experiences of my career. With the experience I gained in lending, collateral analysis and trading, starting Ascot Wealth Management seemed like a natural progression in 2010.
Through founding AWM, my network of contacts in the wealth management world expanded and helped in the decision to start the Seed EIS Platform when the Seed Scheme was announced a year later. Since the launch the platform has served as way to connect businesses and investors connect and raise funds in a record amount of time.
The focus of both my ventures so far, and the others that will follow, is to provide honest and unbiased solutions to my clients. I am also a very strong believer of using technology in finance, so my clients can monitor their investments wherever they are