Ready to make baffling jargon and unclear advice a thing of the past? Welcome to Ascot Lloyd. We’re a financial advice firm based in the UK who provide a range of financial services, including investment, retirement planning, tax efficiency strategies and estate planning. Whether you’re an individual, family or a business, we offer personalised advice that will help you achieve your goals while navigating complex financial landscapes. To do that, we pride ourselves on providing clear, down to earth and transparent financial advice that gives you confidence in your financial plan. So, whether you’re ready to take your next step or planning the next chapter of your retirement, we’ll make sure you always understand where you stand.
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The Ascot Lloyd annual revenue was $257.8 million in 2026.
Francis Jackson is the CEO of Ascot Lloyd.
411 people are employed at Ascot Lloyd.
The NAICS codes for Ascot Lloyd are [5239, 52, 52393, 523, 5231].
The SIC codes for Ascot Lloyd are [62, 628].