Ascot Lloyd (Stockport)

Independent Financial Adviser  James Prest House, Stockport, Greater manchester, SK7 5ER
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FCA authorised
Last authorised 25th May 2020
One of the leading providers of independent financial planning in the UK. We specialise in pensions. Investments and tax planning.
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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Critical illness
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Income protection insurance
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Life insurance
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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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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
Meet our advisers
Jan Peter Robinson APFS
Chartered Financial Planner
Joe Rose FPFS
Chartered Financial Planner
Ashley Baker
Chartered Financial Planner
Ian Drew FPFS ACII
Financial Planner
Mark Livesey CeMAP, MIFS, DipFA
Chartered Financial Planner
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

James Prest House, Station View, Hazel Grove, Stockport, Greater Manchester, SK7 5ER

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