Ascot Lloyd
Ascot Lloyd is an independent financial advisory firm that focuses on comprehensive financial planning to assist clients in achieving their financial goals. Established in 2004, the company has grown by integrating smaller IFA firms, becoming one of the largest independently owned wealth management firms in the UK.
- Tax planning
- Mortgage advice
- Financial planning
- Investment planning
- Business financial advice
- Retirement and pension planning
Locations
View 17 addresses
Digital Popularity
Competitors
Plutus Wealth Management is a chartered independent financial advisory firm that offers tailored financial planning and investment management services.
Stratton Wealth Management provides specialist financial advice to individuals across the UK, particularly in the South East, Greater Manchester, and Cheshire.
Company Details
Ascot Lloyd is operated by Ascot Lloyd Limited and is a Active company incorporated on 30 March 2011 with the registered office located in Birmingham, West Midlands. Ascot Lloyd Limited was registered 14 years ago.
Status
Active
Size
Large
Directors
8
Age
14 years old
Employees
576
Turnover
£73.56M
Total Assets
£208.62M
Cash in Bank
£5.9M
Total Liabilities
-£76.55M
Teams
386
252
217
79
24
20
4
Chief Executive Officer • Joined Sep 2024
Executive Assistant To CEO • Joined Oct 2024
Marketing Executive - Events Lead • Joined Oct 2024
Chief Marketing Officer • Joined Jun 2022
Chief Risk Officer • Joined Mar 2020
Chief Commercial Officer (CCO) • Joined Jun 2024
HR Business Partner • Joined Oct 2017
HR Business Partner • Joined Sep 2014
HR Business Partner • Joined May 2022
HR Business Partner • Joined Apr 2024
Chief Executive Officer • Joined Sep 2024
Executive Assistant To CEO • Joined Oct 2024
Chief Marketing Officer • Joined Jun 2022
Chief Risk Officer • Joined Mar 2020
Chief Commercial Officer (CCO) • Joined Jun 2024
HR Business Partner • Joined Oct 2017
HR Business Partner • Joined Sep 2014
HR Business Partner • Joined May 2022
HR Business Partner • Joined Apr 2024
HR Business Partner • Joined May 2022
Chief Risk Officer • Joined Mar 2020
Payroll Manager • Joined Aug 2021
Paraplanning Manager • Joined Oct 2018
Paraplanning Manager • Joined May 2022
Paraplanning Manager • Joined Jun 2021
Technical Accounting Manager • Joined Oct 2023
Chartered Wealth Manager • Joined Nov 2022
Financial Reporting Manager • Joined Jul 2022
Group Finance Director • Joined Jan 2018
Head Of Financial Reporting • Joined Apr 2019
Executive Assistant To CEO • Joined Oct 2024
HR Business Partner • Joined Oct 2017
HR Business Partner • Joined Sep 2014
HR Business Partner • Joined May 2022
HR Business Partner • Joined Apr 2024
HR Business Partner • Joined May 2022
People Transformation Lead • Joined Nov 2024
Administration Manager • Joined Jan 2011
Office Manager • Joined Sep 2019
Administration Manager • Joined Jul 2022
Digital Marketing Executive • Joined Jul 2022
Head Of It • Joined Sep 2020
Digital Marketing Manager • Joined Dec 2022
Head Of IT Development • Joined Sep 2024
Technical Specialist • Joined Feb 2020
IT Support Technician • Joined Aug 2023
Data Analyst • Joined Apr 2023
Cloud Engineer • Joined Mar 2025
Data Engineer • Joined Apr 2023
Data Engineer • Joined Feb 2023
Client Services Executive • Joined Apr 2024
Client Relationship Manager • Joined Jul 2022
Adviser Relationship Manager • Joined Apr 2019
Adviser Relationship Manager • Joined Jun 2023
Adviser Relationship Manager • Joined Jun 2016
Service Delivery Manager • Joined Sep 2024
Adviser Relationship Manager • Joined Dec 2024
Head Of Client Resolution • Joined Nov 2022
IT Support Technician • Joined Aug 2023
Client Service Administrator • Joined May 2022
Manager Of Training & Competence • Joined Jul 2013
Acquisition Associate • Joined Jul 2023
Acquisition Associate • Joined Mar 2024
L&D Consultant • Joined Nov 2022
View 386 members