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Ascot Lloyd Reviews 

401
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 106 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the extremely friendly staff and knowledgeable financial advisors who take plenty of time to explain complex details clearly and patiently during personal consultations. People consistently appreciate the prompt, professional, and highly efficient service when handling general queries, arranging annual reviews, or managing investment withdrawals. Some reviewers were not happy with occasional communication delays, unresponsiveness to sent emails, and various administrative difficulties when account changes occurred. A few individuals also mentioned feeling quite stressed due to slow response times and poor information regarding unexpected service updates.

What people talk about most

Staff

Consumers find staff to be positive, professional, and consistently helpful with investments and queries.... See more

Customer service

Reviewers highlight positive aspects of customer service, describing advisors as friendly, efficient, and... See more

Service

Customers consistently note positive experiences with service, highlighting friendly, reliable, and efficient... See more

Customer communications

Reviewers mention positive feedback about contact, highlighting that the company is efficient, helpful, and... See more

Response time

Clients share positive opinions on response time, highlighting swift and efficient communication from the... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Aimi was polite and gave me the confidence in her manner that she will look after our joint investments. Her following actions to locate our withdrawals illustrated that she is more than words. We ha... See more

Rated 5 out of 5 stars

Contact via phone was quickly answered. Ascot Lloyd team member was patient, courteous and friendly. I really appreciated the help and support while I logged on to the web site for very first ti... See more

Rated 5 out of 5 stars

Jojo at Ascot Lloyd was helpful, polite and dealt with my enquiry promptly. I received the promised emails shortly after our phone call ended ensuring that I was fully informed of the correct time and... See more

Rated 5 out of 5 stars

Contacted Ascot Lloyd this morning with a query relating to my mum’s online account. Also, I had a query about my own account. From the beginning of my phone conversation to the end . I received excel... See more


Company details

  1. Financial Planner
  2. Financial Consultant

Written by the company

Here at Ascot Lloyd, we pride ourselves on being financial advisers who offer financial advice & financial planning to personal & corporate clients.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

401 reviews

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1-star

Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 100% of negative reviews

Typically replies within 24 hours

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4.7

All reviews

(401)

84 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Very professional in everything they do.

Raj Chauhan was very helpful when we called. He was both extremely professional and knowledgeable in the matter we were considering. We would highly recommend Raj and Ascot Lloyd for your investment queries and advice.

March 27, 2025
Rated 5 out of 5 stars

Raj Chauhan at Ascot Lloyd was outstanding

I found Ascot Lloyd through unbiased.com after being told by my SIPP provider that I needed to go through an IFA to make a transfer. I had three calls with Raj Chauhan. All very professional and careful to understand what I wanted to do whilst working out if it was really necessary to employ an IFA. Raj talked with colleagues and my pension provider resulting in a clear objective choice for me. I was very impressed and intend to return to Raj at Ascot Lloyd when I need to do a full financial review.

March 25, 2025
Rated 1 out of 5 stars

Ascot Lloyd ran our company pension…

Ascot Lloyd ran our company pension scheme.
They made a huge mistake which should be impossible in any well run scheme, paying the wrong gains to the wrong people resulting in many thousands of pounds of mistakes.

To make matters worse, they are impossible to contact. - e.g. talking 2 months to reply to a simple email asking for a form to be sent.

March 23, 2025
Unprompted review
Ascot Lloyd logo

Reply from Ascot Lloyd

Hello Ben, Thank you for your review. We are sorry to hear we have not met your expectations, and we would like to understand more so we can improve our services. Please could you reply to our direct message on Trustpilot with your full name and a contact phone number or an email address, so we can arrange for a member of the team to contact you.Thanks Alex

Rated 5 out of 5 stars

Financial Advice

David Jones was excellent to deal with. Very professional, had all the information required and dealt with ny query in a very efficient manner.
Would most definitely recommend.

March 13, 2025
Rated 5 out of 5 stars

Good customer service

Raj was easy to talk to explained the steps that are taken. Did not feel at all pressured, he answered the questions I had and told me that I could phone back with any questions I might think of.
Good customer service.

March 10, 2025
Rated 5 out of 5 stars

Great service from Mustafa Mahmood

I have had really great service from my financial advisor Mustafa Mahmood when I needed advice regarding my Drawdown Pension. He was very thorough, took time to listen to me and discuss my options, explaining each carefully. He kept me informed all through the process and I never had to chase him for a response. I was very pleased with the service I received from him & highly recommend him. 5 stars for you Mustafa, thank you.

March 3, 2025
Unprompted review
Rated 5 out of 5 stars

Financial Planning

I have received great advice regarding my Financial planning from Mustafa Mahood
It was clear and precise with out jargon
Great connection with Mustafa I know my aims in my financial planning going forward
I would like to mention also connect team especially David Jones for their support

March 3, 2025
Unprompted review
Rated 5 out of 5 stars

Thank you Matt Law Financial Adviser

Our adviser Matt Law has gone out of his way to fully explain the current status of our investments in a friendly, informative manner without any pressure to make changes if I didn’t think they were necessary. He acts in our best interests when discussing options available.
He is very polite yet also friendly. His communication is first class.
I have full confidence in him and he is a credit to Ascot Lloyd.

February 11, 2025
Unprompted review

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