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
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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
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
My call was answered very quickly and I was transferred to the department I needed immediately and my questions were answered very well so that I now know what to do and who to speak with. Barnaby... See more
Company details
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
45 Church Street, B3 2RT, Birmingham, United Kingdom
- 0345 475 7500
- info@ascotlloyd.co.uk
- ascotlloyd.co.uk
4.7
Excellent
401 reviews
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Replied to 100% of negative reviews
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Great advice and explanation of options…
Great advice and explanation of options and not rushing details. Lovely clear options.
August 1, 2025
I was happy with the explanation and…
I was happy with the explanation and the answers to my questions.
August 1, 2025
The advisor that I met with was really…
The advisor that I met with was really nice and so helpful, the advice I was given about future plans gave me guidance in the direction I will act on. But the face to face meeting is so much appreciated thank you .
August 1, 2025
Contact with Ascott Lloyd
During my recent contact with my advisor I was greatly helped with the advice and counselling given to me.
July 14, 2025
Dave was really helpful and went…
Dave was really helpful and went through all the pros and cons we needed to know to decide about my investments very satisfied thanks
August 1, 2025
Communication
Person I spoke to was, very help and informative, she made me feel at ease.
July 31, 2025
We have found bot Barnaby and Raj…
We have found both Barnaby and Raj extremely helpful. They have clear client concern, explain things well and gave the most helpful advice when necessary, or explained issues where appropriate. We are more than satisfied with the service we have received.
July 16, 2025
Easy to understand Well informed explained everything…
Well informed explained everything slowly
July 25, 2025
Ascot Lloyd manage my small pension…
Ascot Lloyd manage my small pension fund with care.
They listen and advise within the regulations.
I have had no problems with them and my investments give me a safe return which is what I need at this stage of my life.
June 30, 2025
Always very helpful…good advice given
July 25, 2025
Great service
Great service, genuine people, nothing is never to much of a problem, my adviser , i cannot say enough good praise for him, he made the difference
July 25, 2025
Consultant was friendly
Consultant was friendly. All my questions were answered to my satisfaction and nothing was pushed onto me. Overall a good consult.
July 25, 2025
David Jones was helpful & polite.
David Jones was helpful & polite.
He was able to deal with my query promptly & professionally in a warm and friendly manner.
July 18, 2025
Peace of mind
I was so nervous about talking to a financial advisor and over coming the jargon which is used in their pension policies, but after talking to my advisor, within seconds, we were talking as if we were friends, it made me feel so much at ease,if a question was asked and I didn't fully understand, he then explained it in a much better way, which made the whole experience so easy.
I thank your company so much for giving me this person to talk to as he was absolutely brilliant.
June 25, 2025
Helpful staff.
June 5, 2025
Fund enquiry
A very professional gentleman put my mind at ease and reassured me about my investment.
July 17, 2025
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