Ascot Lloyd

Independent Financial Adviser Floor 6, Reading Bridge House, George Street, Reading, Berkshire, RG1 8LS
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Sharon Cater
Independent Financial Adviser
Glenn Barrett
Independent Financial Adviser
Allan Perry
Independent Financial Adviser
Where to find us

Floor 6, Reading Bridge House, George Street, Reading, Berkshire, RG1 8LS

Make an enquiry
About us

Helping you to achieve your financial goals
Our goal is to put in place the foundations to build strong financial futures to empower both individual and corporate clients to achieve their financial goals.
To do this, our trusted and experienced independent financial advisers provide financial planning and advice for companies and individuals focused on your short, medium and long term objectives.

We believe we have a refreshingly different approach to working with our clients. Whilst we have a strong technical pedigree to manage even the most complex financial situations, we’re pragmatic and practical in the solutions that we implement. We strive for excellence in everything we do and believe this is something that makes us truly special.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Compliance

Ascot Lloyd is a trading style of Capital Professional Limited, which is authorised and regulated by the Financial Conduct Authority. FCA number 578614. Registered in England and Wales No: 07584487. Registered Office: 6th Floor, Reading Bridge House, George Street, Reading, RG1 8LS. This site is intended for UK residents only.

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