Ascot Lloyd Financial Services Ltd

Independent Financial Adviser Caron House, 3 Oak Tree Court, Mulberry Drive, Cardiff, Wales, CF23 8RS
FCA verified
11th February 2019
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
    • 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
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • Unit trusts
    • Commercial for individuals
    • 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
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
David Burns FCII APFS
Independent Financial Adviser and Branch Manager
Where to find us

Caron House, 3 Oak Tree Court, Mulberry Drive, Cardiff, Wales, CF23 8RS

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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

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