Value proposition

Personal financial planning for your life’s journey


We are one of the UK’s leading national firms of independent financial advisers, committed to providing a personal and professional service to both individual and corporate clients.

Established in 2004, Ascot Lloyd is a company that has grown rapidly through bringing smaller IFA firms into the fold to become a stronger and larger firm.

Through our commitment to strong governance, robust infrastructure, cutting-edge technology, and exceptional support, we deliver an excellent and reliable service to our continuously expanding client base. Currently, we serve 22,000 core clients in a highly regulated industry, and we are proud to provide them with the utmost level of quality and security in everything we do.

THE ASCOT LLOYD DIFFERENCE

We pride ourselves on Being an independent Financial advisory firm which means we are not tied into certain partnerships or product solutions; therefore, we can search the whole market to find the most appropriate solutions to help you reach your financial goals

Client satisfaction is at the heart of what we do: We believe we have a refreshingly different approach to working with our clients and central to everything we do is client satisfaction.

Highly qualified: Whilst we have a strong technical pedigree with a clear focus on continued professional development for all our staff, we’re pragmatic and practical in our solutions.

Practical, jargon free advice: We ensure we provide our clients with jargon-free advice and establish realistic financial plans.

Open and honest: We ensure our clients are completely clear about what we can or cannot deliver and we clearly explain the benefits, implications and considerations of everything we recommend.

Continued development: We encourage and welcome feedback from our clients to ensure we continue to deliver the highest levels of customer service. We listen to the needs of our customers and use any feedback to inform the future decisions of our business.

Financial Planning, Employee benefits, Pensions, Estate planning, Investments, Tax Planning, Retirement Planning, Inheritance tax, Protection & insurance, Company Pensions, Auto-Enrolment Advice, and Financial Planning for Directors