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Expert financial planning for the life you want to live

Ascot Lloyd working with Savings Guru.

Whether you're planning for retirement, looking to invest wisely, or seeking advice on tax planning or estate planning, our advisers are here to help. One of our experienced advisers will take time to understand your current situation and your goals, and through their expertise across the range of financial services products, they can work with you to build a full lifetime financial plan.

We provide highly trusted and valuable financial advice for our 22,000 existing clients across the UK. We will look to do the same for you.

There is no charge for an initial meeting. Book an introductory call with an Ascot Lloyd Financial Adviser by completing this form today.

Typically our financial planning service is for individuals with over £100,000 in pensions, savings or investments.

Investment involves risk.

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Ascot Lloyd is delighted to have achieved a 4.8 out of 5 rating on VouchedFor, the independent review website for professionals, where you can seek independently verified client reviews.

Read our client reviews here

Why choose Ascot Lloyd as your adviser?

We put you at the heart of everything we do. We offer choice and flexibility on how you want to work with us, as well as peace of mind and assurance that a larger firm can bring.

Your Ascot Lloyd Independent Financial Adviser will give you reliable, unbiased advice to suit you

    • Independent
    • Expertise
    • Reliable
    • Commitment

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How our service works

    • First Meeting
    • We seek to understand your needs and goals and agree a service that suits you
    • Research
    • We undertake research to create a recommendation that suits your needs
    • Second Meeting
    • We present our recommendations to you in a formal report
    • Review Meetings
    • Depending on the service appropriate for you, we can review your financial planning objectives with you as required


Past performance is not a guide to future performance and may not be repeated. Investment involves risk.

The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is for information purposes only. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation. This communication should not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the document. Any opinions expressed in this document are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Ascot Lloyd as a result of using different assumptions and criteria.