Welcome to Ascot Lloyd Financial Services Ltd to all former clients of Rock Financial Consultants
Ascot Lloyd Financial Services Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk). As truly Independent Financial advisors we act for our clients with their best interests in mind.
As you will be aware Ascot Lloyd acquired the business from Rock Financial Consultants in April 2011 and ensured continuity in the excellent services provided there by maintaining the office and staff in Port Talbot whilst at the same time providing access to the resources of the Ascot Lloyd Group.
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.