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
10/10
FCA verified
8th October 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Michelle Mendoza
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Paul Munday
Consultant
Where to find us

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

Contact us
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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