Ascot Lloyd

Independent Financial Adviser Enterprise House, Beeson's Yard, Bury Lane, Rickmansworth, Herts, WD3 1DS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • 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
Paul Munday
Consultant
adviser-person
Michelle Mendoza
Chartered Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
Where to find us

Enterprise House, Beeson's Yard, Bury Lane, Rickmansworth, Herts, WD3 1DS

Make an enquiry
About us

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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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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