Client area

Welcome to the Ascot Lloyd Media Centre.

We work proactively with the media and are happy to talk to journalists, editors, writers and broadcasters across print and digital channels.

We have a wide range of specialists in financial planning who can comment and provide articles and content on a broad spectrum of topics.  We are happy to take enquiries for you to talk to our spokespeople.

Introduction

Established in 2004, Ascot Lloyd provides independent financial advice and planning across the UK.

We are a majority owned by Oaktree Capital Management, a global investment firm. Ares Management, a leading global alternative investment manager, is a minority investor in the Ascot Lloyd group.

Fast Facts

  • Heritage: Founded in 2004
  • Capability: 500+ staff, 15 offices
  • Advisers: 130+
  • Expertise: £9 billion funds under management
  • Clients: 21,000 core clients

Ascot Lloyd is one of the largest independently owned IFA firms in the UK, with £9 billion funds under management.

The business provides financial planning, wealth management and corporate benefit solutions through over 130 IFAs serving more than 21,000 core 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 15 locations nationwide and is supported by Oaktree Capital Management, a leading global investment management firm.

Ascot Lloyd is a trading name of Capital Professional Limited, which is authorised and regulated by the Financial Conduct Authority (FCA Registration: 578614).

Press Contacts

fenella  c

Fenella Cuthbert
FTI Consulting

+44 (0) 7929 660707

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tom blackwell

Tom Blackwell
FTI Consulting

+44 (0) 20 3727 1051

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