Ascot Lloyd is one of the UK's largest independently owned financial advice firms. Following the acquisition of Pantheon Financial in 2017, the company significantly expanded its presence and expertise. Ascot Lloyd offers impartial, tailored financial advice across a wide range of areas, including investment management, retirement planning, inheritance tax planning, and corporate financial services. Their mission is to help clients achieve their financial goals through long-term, trusted relationships and expert guidance, managing over £10 billion in funds under influence.

Founded in

United Kingdom