To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We are a branch of national IFA firm, Ascot Lloyd, based in Swindon, 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.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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