Our history

Caring for your financial future since 2004

Established in 2004, Ascot Lloyd provides independent financial advice and planning across the UK. We are a privately owned company supported by Oaktree, one of the leading global investment management firms.

Since we began our journey in Berkshire, we now have a network of offices across the UK. We have grown both organically and through a number of acquisitions to establish ourselves as one of the leading providers of independent financial planning in the UK.

In 2017 we merged with the national wealth management company Bellpenny to start the next chapter in our journey. Together we are one of the largest independently owned wealth management business’ in the UK operating across England, Wales and Scotland. Our 11 regional offices continue to enable us to provide a friendly, local service that our clients value, backed with the support and resources of a national firm.

We now provide four client propositions including three face-to-face services (Foundation, Wealth and Bespoke Wealth) and one telephone based advice service (Connect and Connect Plus). Our sister company TQ Invest also provides an execution only service for individuals looking to make their own investment decisions.

BIA Financial Planning also forms part of our wider group. Established as the result of a number of acquisitions combining EFG-IFA, Ashby London and Platts Flello, BIA Financial Planning provides independent advice to individuals and companies.

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