Ascot Lloyd Financial Services Ltd is committed to treating our customers fairly and our commitment to you is that we will ensure:

  • All clients understand the services we offer and how we are remunerated.
  • All clients receive the same initial documents.
  • Advisers apply certain minimum standards to all advice given.
  • We take time to understand our customers situation and ensure that our advice is suitable and appropriate.
  • Any advertisements are fair and not misleading.
  • All complaints are dealt with in a positive and fair manner.
  • When any mistakes are made (on both sides), regular communication continues until the matter is fully resolved.

All staff receive appropriate training and are competent for the role they undertake within the firm.

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 account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> Scheme Member

> PFP Wealth Management