We’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 2 million clients.
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.
Fidelity Adviser Solutions is a leading investment and retirement services platform that provides an extensive range of support for intermediary and institutional clients.
With over 20 years’ experience, we are constantly working to evolve and improve the choice we offer and align our service to the needs of our clients. Follow us to stay up-to-date with the latest news and insight from our technical experts and to gain access to support material. Particular topics of focus for us at the moment include pension, retirement and tax planning support for advisory firms as well as the expansion of our platform to include a wide range of investment options, including investment trusts, ETFs and company shares.
For UK investment professionals only.