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Planit+ is a trading name of Ascot Lloyd Financial Services Ltd which is a wholly owned subsidiary of Planitplus Holdings Ltd. Ascot Lloyd Financial Services Ltd is registered in England at Enterprise House Beeson's Yard Bury Lane Rickmansworth WD3 1DS, number 02671680. Ascot Lloyd Financial Services Ltd is authorised and regulated by the Financial Services Authority www.fsa.gov.uk under number 150620.
Not all of the products and services mentioned are regulated by the FSA. This site is intended for UK residents only.
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Practice Buyout
Call 0845 345 5111 to discuss Practice Buyout
Whilst we are based in Wokingham and Wembley we are still happy to consider businesses anywhere in the UK.
Company: Ascot Lloyd Financial Services Ltd.
Contact: Richard Dunbabin
Tel: 0845 3455111
Email: richard@ascotlloyd.co.uk
Web: www.ascotlloyd.co.uk
Ascot Lloyd Financial Services Ltd was formed in 2003 with the acquisition of an existing advisory business. Over the last 5 years 7 further acquisitions have been made and the company now operates from 2 offices in London and the South with 28 Professional advisers and staff.
Ascot Lloyd recognises when dealing with retirement and succession that client integration is the top priority and that a planned handover of clients and transitional periods are essential to ensure business continuity. We believe it is essential for success that our advisers retain their individualism but at the same time benefit from the strong camaraderie of our collegiate culture.
We know business acquisitions require a flexible approach to the provision of capital or income. Ascot Lloyd provides excellent operational support assisted through our bespoke back office system.
For more information, contact Ascot Lloyd on 0845 345 5111 or send an enquiry.
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Latest News
| Fri, 30 Jul 2010 12:59:25 +0100 Keydata tax liability grows to £12m HM Revenue and Customs has made a £12 million tax claim against Keydata Investment Services for its breach of ISA rules, according to the Financial Services Authority. |
| Fri, 30 Jul 2010 10:58:50 +0100 FSA censures IFA over geared TEP failures The Financial Services Authority (FSA) has censured IFA the Garrison Finance Centre for failing to explain the risk of geared traded endowment policies to clients but waived a £35,000 fine. |
| Fri, 30 Jul 2010 08:21:00 +0100 Buckles unveils pilot to smooth way for simplified advice Rhyl based adviser firm announces plans for basic advice pilot with view towards a simplified advice proposition |