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Established in 2004, Ascot Lloyd provides independent financial advice and planning across the UK.
Ascot Lloyd is one of the largest independently owned IFA firms in the UK, with £10 billion funds under management.
The business provides financial planning, wealth management and corporate benefit solutions through over 140+ IFAs serving more than 57,000 clients.
Its leading services are delivered from a centralised asset management solution based on a state-of-the-art platform and back office technology.
Employing over 500 staff, the business operates out of 21 locations nationwide.
Ascot Lloyd is a trading name of Capital Professional Limited, which is authorised and regulated by the Financial Conduct Authority (FCA Registration: 578614).
Fenella CuthbertFTI Consulting
+44 (0) 7929 660707
Tom BlackwellFTI Consulting
+44 (0) 20 3727 1051
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