FCA verified
13th November 2017

Ascot Lloyd Financial Services Ltd

Independent Financial Adviser Three Charter Court, Broadlands, Wolverhampton, WV10 6TD
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
    • Wealth management
    • 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
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
Meet our advisers
adviser-person
Jeremy Lawrence APFS ACIB
Independent Financial Adviser
adviser-person
Steve Matthews Dip PFS
Associate Director
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. Our highly skilled advisers offer the high quality independent financial advice you expect from a national company but with local knowledge and at a very personal level that is bespoke to our clients’ individual needs.

We offer advice on financial products for individuals and businesses. Personal financial services include protection products, investment products, pension planning and tax planning. Our corporate services include auto-enrolment (workplace pensions) schemes, financial planning for Directors, corporate investment advice, and redundancy and retirement advice.

Ascot Lloyd Financial Services Ltd is regulated by the FCA.

Preferred clients
Minimum wealth (income/assets)
£0
Compliance

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

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