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.

Since we began our journey in the 1930s, our focus has been to alleviate the burden of financial planning and put in place the foundations to build strong financial futures for our clients. At Ascot Lloyd, we believe that knowing your future financial plans are sorted means you can really enjoy your life today. We also believe that to achieve this you need a great relationship, not just with your financial adviser, but with the whole company; so no matter who you speak to at Ascot Lloyd, you get the same quality service and professionalism from people that you know and trust.

The Ascot Lloyd difference

Because we are completely independent, we explore the whole of market before making our recommendations to you so you can be sure your financial plan has been thoroughly researched.

  • 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.

LATEST GUIDE

2016/2017 year end tax planning

2016/2017 year end tax planning

LOCAL PEOPLE | GLOBAL KNOWLEDGE

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We’ve always worked on building genuine relationships with clients. We take the time to get to know you and pride ourselves on being able meet face to face whenever possible.

A real person, not a faceless call centre worker

Log in to your Ascot Lloyd account

Please choose one of the links below to log in securely to either your Scheme Member account, or your Private Client account.

> Scheme Member

> Private Client