Welcome to Ascot Lloyd Financial Services
Ascot Lloyd Financial Services Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk). As truly Independent Financial Advisers we act for our clients with their best interests in mind.
Holistic Financial Planning
Ascot Lloyd Financial Services Ltd provide a holistic financial planning service for both personal or corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.
Personal and Corporate Financial Services
The financial services we provide are broad and span to include the provision of mortgage sourcing for residential, buy-to-let or commercial purposes.
Your Dedicated Financial Adviser
In addition to a dedicated team of professional advisers based at our Main Offices in Wokingham Rickmansworth and Wolverhampton, we have advisers in various UK locations covering London, the Home Counties, Wiltshire, Avon, the Midlands and South Wales. If you would like someone to meet you at your home or business please call us on 0845 3455111 and we will be pleased to ask the nearest financial adviser to contact you.


