We believe that our approach to working with clients is refreshingly different. We have a strong technical background that enables us to manage even the most complex financial situations, but we are also pragmatic and practical in the solutions we recommend. We strive for excellence in everything we do, and our fully qualified, independent financial advisers pride themselves on building long-standing, valuable relationships with clients.

What are the Benefits of working with Ascot Lloyd?

We’re Independent

Being an Independent Financial advisory firm means we are not tied into certain partnerships or product solutions; therefore, we can search the whole market to find the most appropriate solutions to help you reach your financial goals. On the other hand, restricted advisers can only recommend products from a specific group of providers or a single company, which can limit the options available to clients.

We take time to get to know you

We value the importance of getting to know you and will take the time to fully understand your personal, family and business objectives and life goals. As we discuss these objectives in greater detail, we will review your attitude to risk to ensure any future solutions meet your expectations.

Highly experienced nationwide advisers and support team

Not only do we have 140+ advisers nationwide but a team of in-house specialists and support staff to ensure you'll receive the best possible advice. Our advisers are knowledgeable and experienced in their respective fields, and our support team is dedicated to providing you with the best possible customer service.

Full range of services to suit your needs

We offer a range of financial services to cater to your specific needs. Whether you are looking for investment advice, retirement planning, tax planning, or many other financial services, our team of experts are here to help. We understand that every individual has unique financial goals and circumstances, which is why we work closely with you to create a personalised financial plan that is tailored to your needs.

High class portfolio management

High-class portfolio management is one of our key strengths. We take a comprehensive approach that focuses on risk management, diversification, and regular reviews and adjustments to ensure the stability of your portfolio. Our team of experts closely monitors your portfolio's performance and makes adjustments as needed to ensure it remains aligned with your financial goals and risk tolerance.

Important - Investment involves risk. The value of investments can fall as well as rise. You may get back less than you originally invested.

Inhouse investment research team

Ascot Lloyd has a dedicated investment research team that works in-house to conduct comprehensive analysis of the global market. The team's primary objective is to identify investment funds that meet Ascot Lloyd's strict criteria.

Latest software and analysis tools

We use the latest tools and technologies to provide our clients with the best possible service for example we have access to a cashflow modelling tool which analyses and forecasts your financial future against your goals to see if you’re on track and, if not, what can be done to change it.

Our Values

At Ascot Lloyd, we are dedicated to upholding our core values of care, trust, and knowledge in every aspect of our work. These values are ingrained in our people and are key to us helping our clients preserve and grow their wealth.

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We listen to our clients, we take time to understand their needs in order to build long-term relationships. We aim to exceed expectations at every interaction.

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We care about our clients’ financial wellbeing and understand that each and every one is unique. We take a respectful and responsible approach to our impact on colleagues, communities, society and the environment.

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Helping clients prepare for the future takes knowledge and insight. We are experts yet constantly seeking to improve. We train, educate, support and develop our people; helping them to be their best.

How we work with you

We follow an Ascot Lloyd way to providing advice that puts you at the very centre.

Getting to know you is so important. Like any relationship, it’s about building trust.

Learn more about our 4 – step approach

See what our clients say about us

Client feedback tells us that providing a genuinely personalised approach is really important.

After all, successful planning is built on trust, and the benefits of great advice rely on the relationships that we build with each and every client. View some of our clients reviews on Trustpilot and VouchedFor.

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Access our independent financial planning advice today

 To start putting your financial plan together, contact our team of experts today.

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