Client area

We have grown rapidly by other like-minded IFA firms joining us. If you are considering the best future for your financial advice firm and would like to find out what we can offer, we have an acquisitions team ready to talk to you.

Many have joined us already and have reaped the benefits. As a current owner or partner you may be wanting to explore your options for the future of your business.

Planning the future of your advisory firm

At some point you may wish to step away fully from your own financial advisory firm. This point may be far into the future, or fast approaching.

Whatever your reasons, whether you’re retiring, looking at consolidating the equity of your firm or stepping away due to regulatory or other reasons, we can work with you to help you achieve a successful transition.

Ascot Lloyd has grown both organically and through acquisition since 2004 having successfully seen the integration of over 150 firms. We are now one of the leading independent financial planning firms in the UK.

We have an established integration approach with a solid operating platform that enables a smooth transition for any business joining us, and a seamless client experience.

A smooth transfer to Ascot Lloyd for Rob and Kath

Play video

A smooth transition

We work with you to ensure clients can switch over to an Ascot Lloyd service easily and either maintain their existing adviser, or work with you to find a suitable new one, depending on your circumstances.

Our operations provide robust technology, data and administrative migration as well as full HR support to determine the right path for your staff.

Our acquisitions team are happy to have an initial confidential and no obligation discussion with you about your plans for the future, no matter where your thoughts are on your business succession.

Loading, please wait...

An exit strategy needs careful consideration - with the right partner to help you along the way.

Watch Bob Bradley talking about joining Ascot Lloyd

Play video