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. Today we are one of the largest independently owned wealth management firms in the UK, helping individuals and businesses achieve their financial goals. Through strong governance, infrastructure, technology and support we provide a stable and reliable service to clients in a highly regulated industry. Continuously growing we have presence in the leading financial centres of London, Birmingham and Leeds as well as wide regional presence across the rest of the UK.
We offer a range of client service options with the choice of seeing an Adviser face to face or over the telephone. We pride ourselves on independence to deliver unbiased advice, and we help you achieve your financial goals both as an individual or as a business. Through the expertise of our people we are able to offer you a full lifetime financial planning solution. Operating across the UK, in England, Wales and Scotland, we can be wherever you need us to be.
With over 500 employees and over 130 fully employed independent financial advisers supported by local paraplanning and administrative teams, we provide you with the best possible service. We are a dynamic company with a strong, caring and nurturing culture and flexible working that enables our people to thrive and develop. Ascot Lloyd believes in and takes pride in supporting local communities and businesses. As a national firm with local presence we support over 30 charities across the UK with local fundraising and support initiatives. We feel it is important for us to support good causes and are proud to do so.