Our culture

Helping people to achieve their financial goals

Our values are at the centre of every day life at Ascot Lloyd. To help us achieve our vision to we have a culture that promotes excellence and puts the client at the heart of everything we do.

Our vision

Our vision is to be the UK’s IFA of choice.

We keep our vision central to our decision making process to ensure we make the right choices for the future of our business, our employees and our clients.

Our values

Trusted

We are dedicated to building tailored and lasting relationships with our clients and their wider families. We pride ourselves on independence to deliver unbiased solutions. We respect everyone we work with and have confidence in our colleagues’ capabilities.

Credible

We are committed to building a sustainable business that preserves the wealth of our clients. We do not make assumptions and take time to listen to the needs of our clients. We are open and honest with each other and work together as we honour our commitments and deliver what we say.

Excellent

We aim to exceed the expectations of everyone we work with and challenge ourselves to flawlessly deliver the highest quality service.

Knowledgeable

We pride ourselves on our commitment to support career development for all our employees. We welcome feedback and use this valuable insight to help shape future business decisions.

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.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits