Ascot Lloyd

Personal financial planning for your life’s journey

General Information
Company Name
Ascot Lloyd
Founded Year
2003
Location (Offices)
Reading, United Kingdom +25
Founders / Decision Makers
Number of Employees
458
Industries
Finance, Financial Services, Platforms
Funding Stage
-
Social Media

Ascot Lloyd - Company Profile

Ascot Lloyd is a UK-based independent financial advisory firm with a commitment to providing personal and professional services to both individual and corporate clients. Founded in 1998, the company has rapidly expanded by consolidating smaller IFA firms. The company serves a client base of 22,000 and is known for its emphasis on strong governance, robust infrastructure, cutting-edge technology, and exceptional support. Ascot Lloyd prides itself on being independent, allowing it to offer tailored solutions by scouring the entire market. The firm's focus on client satisfaction is evident through its approach to working with customers, providing jargon-free and practical advice, and maintaining openness and honesty. Ascot Lloyd is highly qualified, with a clear focus on continuous professional development for its staff. While there is no information available at the moment about the last investment or the involved investors, Ascot Lloyd positions itself as a well-established and client-focused entity within the Finance and Financial Services industries.

Taxonomy: Independent Financial Advisory, Financial Planning, Investments, Pensions, Estate Planning, Tax Planning, Retirement Planning, Inheritance Tax, Protection & Insurance, Company Pensions, Auto-Enrolment Advice, Corporate Clients, UK Financial Advisers, Client Satisfaction

Funding Rounds & Investors of Ascot Lloyd (0)

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There is no investment information

Latest News of Ascot Lloyd

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