We are one of the UK’s leading national firms of independent financial advisers, committed to providing a personal and professional service to both individual and corporate clients.
Established in 2004, Ascot Lloyd is a company that has grown rapidly through bringing smaller IFA firms into the fold to become a stronger and larger firm.
Through our commitment to strong governance, robust infrastructure, cutting-edge technology, and exceptional support, we deliver an excellent and reliable service to our continuously expanding client base. Currently, we serve 22,000 core clients in a highly regulated industry, and we are proud to provide them with the utmost level of quality and security in everything we do.
THE ASCOT LLOYD DIFFERENCE
We pride ourselves on Being an independent Financial advisory firm which 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
Client satisfaction is at the heart of what we do: We believe we have a refreshingly different approach to working with our clients and central to everything we do is client satisfaction.
Highly qualified: Whilst we have a strong technical pedigree with a clear focus on continued professional development for all our staff, we’re pragmatic and practical in our solutions.
Practical, jargon free advice: We ensure we provide our clients with jargon-free advice and establish realistic financial plans.
Open and honest: We ensure our clients are completely clear about what we can or cannot deliver and we clearly explain the benefits, implications and considerations of everything we recommend.
Continued development: We encourage and welcome feedback from our clients to ensure we continue to deliver the highest levels of customer service. We listen to the needs of our customers and use any feedback to inform the future decisions of our business.
Company Details
- Employees
- 478
- Founded
- -
- Address
- 45 Church Street, Birmingham,england B3 2rt,united Kingdom
- Phone
- 0345-475-7500
- in****@****d.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ascotlloyd.co.uk
- Keywords
- Financial Planning, Employee benefits, Pensions, Estate planning, Investments, Tax Planning, Retirement Planning, Inheritance tax, Protection & insurance, Company Pensions, Auto-Enrolment Advice, Financial Planning for Directors.
- HQ
- Birmingham, England
Ascot Lloyd Questions
Ascot Lloyd's helpline number is 0345-475-7500
Ascot Lloyd's website is ascotlloyd.co.uk
Ascot Lloyd's LinkedIn profile is https://uk.linkedin.com/company/ascotlloyd
Ascot Lloyd has
478 employees.
View email and phone details for 478
employees at Ascot Lloyd.
Ascot Lloyd's industry is
Financial Services
Ascot Lloyd's top competitors are
Citygate Financial Planning,
Boosst - Financial Planning,
Fairstone Group Ltd,
Evelyn Partners,
Perspective Financial Group Ltd,
Succession Wealth,
Throgmorton Capital Management,
Oakmere Wealth,
Mattioli Woods,
Attivo.
Ascot Lloyd's support email address is info@ascotlloyd.co.uk
Ascot Lloyd's categories are Financial Services
Ascot Lloyd's founding year is 2003
