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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.

Website http://www.ascotlloyd.co.uk
Revenue $257.8 million
Funding $13.2 million
Employees 552 (411 on RocketReach)
Founded 2003
Phone +44 345 475 7500
Fax +44 845 475 7505
Technologies
Industry Financial Services, Investment Banking, Consulting Services (B2B), Financial Planning, Finance, Asset Management, Personal Financial Advice, Investment Advice, Pension Planning, Tax Planning, Retirement Planning, Investment Planning, Corporate Financial Services, Company Pensions, Auto-Enrolment Advice, Financial Planning for Directors
Web Rank 2 Million
Keywords Financial Services, Personal Financial Planning, Independent Financial Advice, Corporate Financial Planning, Wealth Management, Wealth Preservation, Investment Advice, Risk Management, Pension Planning, Portfolio Management, Retirement Planning, Financial Solutions, Financial Planning, Retirement Solutions, Insurance Services, Investment Solutions, Estate Planning, Tax Planning, Investment Management
Competitors Investec, St. James’s Place, NFU Mutual, RBC Brewin Dolphin, Quilter, Hargreaves Lansdown, Cazenove Capital, Charles Stanley & Co. Limited, Fidelity Adviser Solutions, SMITH & WILLIAMSON I M LIMITED +25 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies

Ascot Lloyd Questions

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].

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