Ascot Lloyd is a financial advice firm based in the UK who provide a range of financial services, including investment management, retirement planning, tax efficiency strategies and estate planning.
Supporting individuals, families and businesses, we offer personalised advice that will help our clients to achieve their goals while navigating complex financial landscapes.
To do that, we pride ourselves on providing clear, down to earth and transparent financial advice. Advice that transforms complexity into clarity. Uncertainty into understanding and ambitions into achievements.
At Ascot Lloyd, we believe that financial progress starts with clarity. That’s why our brand promise is ‘understand where you stand’.
The demand for personal financial advice is stronger than ever. Our Financial Adviser Academy offers an award winning programme that helps people gain the qualifications, skills and experience they need for a rewarding career as a financial adviser. With over 30 years of experience in supporting our Partnership to thrive, the Academy was first launched in 2012 to train new advisers. It is trained over 1,000 individuals to become a financial adviser to deliver high-quality advice to clients.