Response rating
7.0/10
FCA verified
13th November 2017

Ascot Lloyd Financial Services Ltd

Independent Financial Adviser Enterprise House, Beeson's Yard, Bury Lane, Rickmansworth, Herts, WD3 1DS
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
    • 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
About us

We are one of the UK’s leading national firms of independent financial advisers with 11 regional offices throughout the UK. We are committed to providing a personal and professional service to both individual and corporate clients.

Because we are completely independent, we explore the whole of market before making our recommendations to you so you can be sure your financial plan has been thoroughly researched.

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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

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

Similar advisers near you

Independent Financial Adviser 0.1 mi
The Pension Planning Centre helps individuals and families plan for their retirement.
 
Independent Financial Adviser 0.36 mi
Chartered Financial Planners – Planning for all the things that really matter - family, security, values, freedom, financial independence.
 
Independent Financial Adviser 1.65 mi
Pensions specialists with 34 years’ experience, no enquiry too big or too small. All types of pension queries considered.
 
Independent Financial Adviser 2.5 mi
We are ethically-minded Chartered Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees.