Ascot Lloyd

Independent Financial Adviser  Suite 6C, Platform, Leeds, LS1 4JB
First meeting at adviser's own cost
One of the leading providers of independent financial planning in the UK. We specialise in pensions, investments and mortgages.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Lindsay Carter
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Neil Martin
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Ian Phillips
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Helen Richardson
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Christopher Rose
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mark Dowde
Chartered Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
Richard Grant
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Richard Price
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We are a branch of national IFA firm, Ascot Lloyd, based in Leeds, 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.

Our services

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.

Where to find us
Head office address: Suite 6C, Platform, New Station Street, Leeds, LS1 4JB
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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