Ascot Lloyd (Bromsgrove)

Independent The Croft, Bruntsford Gate Business Park, Bromsgrove, Worcestershire, B60 4JE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Our goal is to put in place the foundations to build strong financial futures for individual and corporate clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ree Josh
Financial Adviser
Matt Adams
Financial Adviser
Darren Mason
Financial Adviser
Ian Josh
Financial Adviser
Steve Robertson
Financial Adviser
Rob Casselden
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Matthew Williams
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Stephen Groves
Financial Adviser
Garry Godwin
Financial Adviser
Aaron White
Financial Adviser
What our clients say
Garry (Godwin) has helped June and myself throughout our working relationship and has achieved a highly satisfactory income from his joint decisions on our meetings, whilst helping us to understand how, why and when we invest in what we have agreed upon. We remain in his debt and will continue to allow him to guide us throughout our relationship together. Thank you Garry and long may you continue helping us decide which path to tread.
Mr and Mrs J Butlin, Sutton Coldfield
Looking back now over nearly three years, we recollect that we intended our first encounter with NP to be our last. We had planned to close an ill performing existing investment account taken out under the auspices of a small IFA company subsequently acquired by NP. We were down to meet a certain Matthew Williams. Matthew proved to be an engaging well informed enthusiastic young man. In view of this initial impression, rather than severing fledgling ties, we listened to a few proposals based on our somewhat over cautious attitude to investing and have profited accordingly. His assuring advice over the years has stood us in good stead. We continue to be impressed at Matt's enthusiasm to progress in his chosen profession. We look forward to continuing our mutually beneficial relationship with Matt and NP in the coming years.
Mr and Mrs Hall, Worcestershire
I have been using Matt Adams of Ascot Lloyd (formerly Newell Palmer) for around 15 years and have always found the advice and options that he sets out for me are clear, concise and a good fit for my personal situation. I feel exceptionally comfortable taking Matt’s advice and have recommended him to a number of friends and even my accountant who has also become a client. Giving financial advice on other people’s hard earned savings is not an easy task, and as such I feel it is of the upmost importance that you have full faith in the advisor and the portfolio of products they offer. In my mind, Matt and Ascot Lloyd tick every box and I would highly recommend their services.
Mr Harding, Henley-In-Arden
We have known Ree now for some 7 years. She became our Financial Adviser when Newell Palmer took over from our previous advisers. This coincided with a very important time for my future financial planning as I was about to retire. Having conducted an in-depth interview with us to ascertain what our future plans were regarding our finances and explaining what N&P could provide, she produced an in depth report which laid out in easy to understand terms what our options were, having determined our attitude to risk. She then arranged to put the plans in place for us. We now look forward to our annual review with Ree and we welcome her into our home and think of her as a trusted friend, as well as our financial adviser. She is always totally professional and her advice is clear and concise. With our financial plans in place it has enabled us to enjoy our retirement safe in the knowledge that our finances are secure and this is with thanks to Ree.
Mr J McCreadie, Weston-Super-Mare
Where to find us

The Croft, Bruntsford Gate Business Park, Bromsgrove, Worcestershire, B60 4JE

Make an enquiry
About us

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.

Our services

We provide four client propositions including three face-to-face services (Foundation, Wealth and Bespoke Wealth) and one telephone based advice service (Connect and Connect Plus). Our sister company TQ Invest also provides an execution only service for individuals looking to make their own investment decisions.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0