Ascot Lloyd Media centre

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.

Fast Facts

Heritage: Founded in 2004
Capability: 500+ staff, 20 offices
Advisers: 130+
Expertise: £10 billion funds under management
Clients: 22,000 core clients

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Ascot Lloyd is one of the largest independently owned IFA firms in the UK, with £10 billion funds under management.

The business provides financial planning, wealth management and corporate benefit solutions through over 130 IFAs serving more than 22,000 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 18 locations nationwide.

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

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