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.
External link for Ascot Lloyd
Ascot Lloyd was thrilled to sponsor the Cherry Trees Charity Golf Day at St. George's Hill this month. Thanks to the generosity of everyone involved, the event raised an impressive £62,000 to support Cherry Trees and their remarkable work. A huge thank you to the Cherry Trees team and all the golfers who contributed to the day's success. #CherryTreesCharity #Charity #GolfDay
The Autumn Budget will be delivered next Wednesday (30th Oct), and The Prime Minister has taken the unusual step of warning the public that It will be "painful." So, what can we expect, and should you be doing anything to prepare? Discover more - https://lnkd.in/g-vDCgYA 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤. #AutumnBudget2024 #CapitalGainsTax #InheritanceTax
How do you successfully navigate the UK mortgage market? Discover more - https://lnkd.in/eMKnXKXT 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤. #Mortgage #MortgageAdvice #FinancialPlanning
Living your best life in retirement, without worrying about how it is paid for, can ensure these are the happiest, most fulfilling years of your life, but achieving this requires careful planning. Learn more in our Retirement Planning Guide - https://lnkd.in/ewicFUWa 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤. #FinancialAdvice #Retirement #RetirementPlanning
Bespoke, financial advice from an expert financial adviser can make a huge difference to achieving your key goals in retirement. Discover why financial advice matters - https://lnkd.in/eUfHccHq 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤. #FinancialAdvice #Retirement #RetirementPlanning
A big shoutout to all the amazing colleagues at Ascot Lloyd who took on Tough Mudder last Friday! 🏃♀️Your teamwork, determination, and grit was truly inspiring. Congratulations on completing the challenge and pushing yourselves to new limits. 💪🏾 We must also mention that Ascot Lloyd won Best Dressed - After all, who doesn't love a highlighter? ✍🏼👚 #Vanguard #ToughMudder #Teamwork
Retirement planning used to be simpler. You worked hard, saved your money, and when you retired, you probably took a lump sum and bought an annuity for a lifelong income. However, now, there are multiple options to consider when planning for retirement. Discover more - https://lnkd.in/esYY_7q4 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤. #Retirement #Pension #RetirementPlanning
There is a common misconception about the difference between an investment wrapper and the investment itself, so let’s look at the differences in their simplest terms. https://lnkd.in/egW7_dpN 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤. #Investments #Investing #stockmarket
Why is investing money better than saving in the bank? High returns explained - https://lnkd.in/ecE59fZ2 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤. #Investments #FinancialPlanning #FinancialAdvice