Ascot Lloyd (Rickmansworth)

Independent Financial Adviser  Ground Floor, Talbot House, Rickmansworth, Hertfordshire, WD3 1DS
First meeting at adviser's own cost
One of the leading providers of independent financial planning in the UK. We specialise in pensions. Investments and tax planning.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy to let
check
Buying first home
check
Equity release
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 15th January 2020
Meet our advisers
Sheetal Radia
Chartered Wealth Manager

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Paul Munday
Independent Financial Adviser

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

About us

We are a branch of national IFA firm, Ascot Lloyd, based in Rickmansworth, who serve a loyal client base of business owners, professionals and retired individuals.

Our expertise, qualifications and experience enable us to provide you with a service that is second-to-none.

Established in 2004, Ascot Lloyd provides independent financial advice and planning across the UK. We are a privately owned company supported by Oaktree, one of the leading global investment management firms.

Since we began our journey in Berkshire, we now have a network of offices across the UK. We have grown both organically and through a number of acquisitions to establish ourselves as one of the leading providers of independent financial planning in the UK.

Contact our friendly team of highly qualified experts today and take the first step toward achieving your lifelong financial goals.

Our services

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.

Where to find us

Ground Floor, Talbot House, 17 Church Street, Bury Lane, Rickmansworth, Herts, WD3 1DS

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 15th January 2020

Similar advisers near you

Independent Financial Adviser 0.09 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 0.1 mi
The Pension Planning Centre helps individuals and families plan for their retirement.
 
Independent Financial Adviser 0.1 mi
 
 
Independent Financial Adviser 0.15 mi
We are highly approachable and happy to chat about your needs and options informally