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.


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

We are a privately owned company supported by Oaktree, one of the leading global investment management firms.

Fast Facts

  • Heritage: Founded in 2004
  • Capability: 500+ staff, 15 offices
  • Advisers: 130+
  • Expertise: £8.5 billion funds under management
  • Clients: 20,000+ core clients

media centre in the press

In the press

Ascot Lloyd is one of the largest independently owned IFA firms in the UK, with £8 billion funds under management.

The business provides financial planning, wealth management and corporate benefit solutions through over 130 IFAs serving more than 18,000 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.

Press Contacts

marina jane

Marina Jane Sanchez
FTI Consulting

+44 (0) 20 3727 1754

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tom blackwell

Tom Blackwell
FTI Consulting

+44 (0) 20 3727 1051

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