About us

Helping you to achieve your financial goals

Our goal is to put in place the foundations to build strong financial futures to help both individual and corporate clients to achieve their financial goals.

To do this, our trusted and experienced independent financial advisers provide financial planning and advice for companies and individuals focused on your short, medium and long term objectives.

The Ascot Lloyd way

We believe we have a refreshingly different approach to working with our clients. Whilst we have a strong technical pedigree to manage even the most complex financial situations, we’re pragmatic and practical in the solutions that we implement. We strive for excellence in everything we do and believe this is something that makes us truly special.

Planning

We believe it’s important to consider the bigger picture when providing financial advice. That’s why we focus on creating financial plans that enable you to meet long-term financial goals. You can be confident that we have considered the future implications of any financial advice we provide, taking time to clearly explain how your short term needs can impact your long term financial objectives, finding solutions that compliment both. We also understand that circumstances change. That’s why we revisit your financial plan on a regular basis to ensure it continues to reflect your financial ambitions.

Independence

Because we are completely independent, we explore the whole of the market before making our recommendations to you. This means you can be sure your financial plan has been thoroughly researched and the solutions we implement are the most suitable for your needs.

Service

We believe that to receive the best service, you need a great relationship, not just with your financial adviser, but with the whole company.  This means that no matter who you speak to here at Ascot Lloyd, you will get the same quality service and professionalism from people that you know and trust.

Client satisfaction

Client satisfaction is at the heart of everything we do. By building lasting relationships with our clients, we take time to understand your needs to ensure we deliver a service that exceeds your expectation.

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