Ascot Lloyd is a prominent, privately-owned firm of Independent Financial Advisers (IFAs) in the United Kingdom. With a history of growth through both organic development and the strategic acquisition of other advice firms, it has become one of the largest national IFA companies. Its mission is to help clients achieve their financial goals through personalized, long-term advice. The firm holds "Chartered Financial Planners" status, signifying a high level of professional and ethical commitment. Services encompass wealth management, retirement planning, investment management, and corporate financial advice.

Founded in

United Kingdom