Response rating
7.0/10
FCA verified
18th September 2017

Ascot Lloyd Financial Services Ltd

Independent Financial Adviser 2 Forest Court, Oaklands Park, Wokingham, Berks, RG41 2FD
First meeting at adviser's own cost
Professional, high quality, individually tailored advice. A national company with local offices offering personal financial advice and corporate financial services.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • 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
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Sharon Cater
Independent Financial Adviser
Glenn Barrett
Independent Financial Adviser
Allan Perry
Independent Financial Adviser
Where to find us
About us

Ascot Lloyd has a network of 6 regional offices and is committed to providing independent financial advice for individuals and corporates. The company, established for over 12 years, now comprises of a team of around 40 Independent Financial Advisers (IFA’s). Ascot Lloyd is regulated by the FCA (Financial Conduct Authority). Our ethos is providing the highest quality professional advice at a very personal level that is bespoke our client’s individual needs. This personal relationship with our clients is supported by the latest technology providing clients with 24hr portfolio monitoring and a regular review of our clients’ existing arrangements.

Our services

Ascot Lloyd is a national company with a network of local branches. Skilled advisers offer the quality independent financial advice you expect from a national company but with local knowledge, and at a personal level that is bespoke to our clients’ individual needs.

We offer both individual and corporate advice. Personal financial services include investments, pension and tax planning, and protection products. Our corporate services include auto-enrolment (workplace pensions), financial planning for business owners, corporate investment advice, and group schemes such as group life, group income protection and permanent medical insurance.

Ascot Lloyd is regulated by the Financial Conduct Authority.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Compliance

Ascot Lloyd is regulated by the Financial Conduct Authority (FCA).

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