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’.
Future Financial Adviser is your go-to resource for finding a rewarding and profitable career within financial advice. We provide practical information on what a financial adviser does, what attributes you need to flourish in the role and how to get started. Most importantly, we can put you in touch with people and organisations who can help you along the way, no matter what stage you are at.
Start learning. Start earning. Start a career.
Our vision is to be the leading financial advice company in the UK: by better outcomes for more clients, by reputation and by growth.
At the heart of our business there are over 4,200 financial advisers based in nearly 700 firms and supported by 600 colleagues in our central teams. Together we are a partnership, and financial advice is what we do - it’s our shared history, our DNA.
Start or evolve your career in financial advice with The Openwork Partnership Academy.
We can help you develop the knowledge and skills you need to deliver high quality advice and become a confident, effective adviser.
We'll support you over 7-12 months (depending on your goals) and help you gain qualifications, licensing and skills training.
We focus on supporting people who want to become wealth, mortgage or protection advisers, but we can also help you if you are looking to diversify into one of these areas.