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19th March 2024

Top Rated

Today we are proud to announce that a number of our financial advisers have been featured in the ‘2024 Guide To Top Rated Financial Advisers’ published by Vouchedfor and The Times.

The 2024 Top Rated Financial Advisers list recognises the companies and advisers that are making great strides in increasing transparency and delivering exemplary service for consumers across the UK.

The financial advisers showcased in the guide received the highest volume of positive 2023 client reviews on VouchedFor.co.uk, the ratings site for financial and legal professionals. As well as being endorsed by more than ten clients, each adviser is a fully verified member of VouchedFor. This means they have the necessary permissions to practise from the Financial Conduct Authority, as well as undergoing several other checks and ongoing monitoring. The list is published by The Times and Vouchedfor.

Download 2024 Guide To Top Rated Financial Advisers (PDF)

What do our clients say about us?

We put our clients at the centre of everything we do, by understanding you we can build a plan to help you reach your financial goals. Here are a few comments from our clients…
 

“Lindsay has taken time to gather all our personal assets carefully in order to offer us bespoke advice to benefit both ourselves and our family.”
Oct 2023

“Matthew has demonstrated how my savings have been invested and the need for change but always appreciated my instructions and been very courteous."
Jan 2024

“John is very knowledgeable on all the aspects of financial and tax planning. He has diligently and patiently steered us to take actions in keeping with our risk appetite and that we are entirely comfortable with."
March 2024

#StayInTouch

Our Financial Advisers are available on the phone so please contact us if you have any questions.

Important Information

Investment involves risk.

The value of investments can fall as well as rise. You may get back less than originally invested.

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).