We are a branch of national IFA firm, Ascot Lloyd, based in Hazel Grove, Stockport, 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.
We are a holistic financial planning practice with particular expertise in advising retirees, helping clients transfer wealth between generations efficiently and advising on long-term care funding.
Many clients first come to us when they are at, or approaching, retirement and want to understand their options. They find our holistic approach to financial planning, underpinned by rigorous cash flow modelling, invaluable when planning for "the longest holiday of their lives".
We are also experts in ethical investments, building portfolios that deliver strong performance while reflecting your values and beliefs.
James Prest House, Station View, Hazel Grove, Stockport, Greater Manchester, SK7 5ER
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