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Financial planning for your life's journey

Life is full of unknowns. Your money needn't be one of them.

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It’s all about you

At Ascot Lloyd we put you at the very centre of everything we do.

Everyone is different and has their own story to tell. We believe that to provide good financial advice we must establish a trusted long-term relationship with you, recognising who you and your family are as individuals.

No one size fits all

We offer choice and flexibility on how you want to work with us, as well as peace of mind and assurance a larger firm can bring. Your Ascot Lloyd Independent Financial Adviser will give you reliable, unbiased advice to suit you.

We invest in our people, our business and communities around us, so that you can be sure we’re around for you in the future. People are at the heart of our business.

We are proud to deliver award-winning financial advice

top rated advisers 2021Meet our top rated advisers, click hereWe pride ourselves on the trusted advice and quality of client service our Advisers provide.

However, don't just take our word for it, 'VouchedFor' is an independent review and search website for professionals, where you can seek independently verified client reviews.

What is a top-rated adviser? Click here to find out more.

If you have any questions about how we can help with your financial plan please do get in touch.

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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/presentation 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.

This communication is issued by Capital Professional Limited, trading as Ascot Lloyd. Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Capital Professional Limited is registered in England and Wales (number 07584487) and is authorised and regulated by the Financial Conduct Authority (FRN: 578614).