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Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Helping you plan for a secure future while enjoying life today. Professional advice on pensions, investments, protection and legacy planning, focused on clarity, confidence and financial wellbeing.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.

Innovative solutions from experienced professionals and a brand you can trust

James is an Independent Financial Adviser based in North-West England. James provides tailored, intergenerational financial planning to help achieve long-term goals and objectives. James has genuine access to the whole of the market.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves