Ascot Lloyd The Independent Financial Advisers

Corporate financial planning

From business protection to workplace pensions, we can alleviate the burden of financial planning to let you get on with running your business.
Personal financial planning

We help you to make the most of life's journey by ensuring you can achieve your short, medium and long term objectives.
What if... I want to enjoy my retirement?

We can help you make the most of your pension pot
What if... I want to minimise the impact of inheritance tax?

We can help you to preserve your wealth and ensure your loved ones are the biggest beneficiaries
What if... we lost a key shareholder?

We ensure your business is protected against unforeseen circumstances.

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Helping you to achieve your financial goals

At Ascot Lloyd we provide impartial financial advice to help personal clients and businesses achieve their financial goals. Our team of locally based independent financial advisers will work with you to build financial plans that enable you to achieve your short, medium and long term financial goals.

Personal

With you for the journey

Whether you are looking to grow, preserve or pass on your wealth, we help our clients to achieve their financial ambitions by building lasting relationships, adopting a holistic approach to financial planning and providing whole of market advice.

Corporate

Growing stronger businesses

Our dedicated team of specialist business financial advisers and consultants help you to build stronger, more robust businesses. We also understand the financial objectives of a firm are often interlinked with the financial ambitions of the owner so we adopt a holistic approach to our service that can encompass both objectives.

Once again, very impressed with our adviser’s consummate professional approach to financial planning whilst also taking a genuinely empathetic interest in our personal concerns and worries during these turbulent market conditions.
Mr & Mrs Hildred
Simon scrupulously does his homework, is 100% au fait with our needs and concerns in relation to market trends and risks . . . a gentleman whose clear honesty and integrity really does shine through.
Mr & Mrs Hildred
Many thanks for all your help and for explaining it all so patiently to me.
Miss Gutress
Thank you for your efficiency again, in organising the closure of my investment account and the prompt transfer of my money. All being well I shall be the proud owner of a new car on Friday. Let’s hope it lasts 10 years like the other one did!!
Ms Callan
We very much value the advice you have given us over the years, and your continuing advice on our financial affairs. [It] has enabled us, we believe, to make the transition into retirement with confidence, knowing that our income would be sufficient for our needs and that our savings would be safely invested, in line with our (low) risk appetite.
Mr Boyce
Having a regular stocktake with you, and being able to call on you between times, is reassuring – and is a useful discipline on us to consider financial issues properly, in a timely way, and not consign them to the ‘too difficult’ basket. We very much appreciate the care you take in alerting us to issues relevant to our financial planning and in explaining to us the options, opportunities and risks.
Mr Boyce
Allan has been our financial adviser since 2006 and during all that time his help and guidance have been invaluable in keeping the family financial affairs in excellent order. After the sudden death of my husband in 2013 he helped in dealing with the financial affairs of the estate, he worked closely with my solicitor which was a great help to me in what was a very difficult time. Since then Allan has advised both myself and my daughter on all matters financial to such good effect that I have been able to take early retirement and she has been able to travel extensively.
Ms Thornton

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.