Ascot Lloyd - Independent Financial Advisers in London
About the Business
Ascot Lloyd is a reputable independent financial adviser based in the heart of London. With its offices located on the prestigious Cavendish Square, the institution has gained an outstanding reputation in the finance industry, attracting both private clients and businesses alike. Established with a vision of offering unparalleled and unbiased advice to its clients, Ascot Lloyd focuses on creating personalized and bespoke solutions, tailored to meet the unique financial needs of each individual.
At Ascot Lloyd, the team of experienced financial advisers works closely with clients to understand their specific requirements, goals and financial aspirations, developing a comprehensive plan to help them achieve and maintain financial security. The institution's focus is on providing an all-encompassing service that covers wealth management, retirement planning, investment advice, tax planning, protection and estate planning, and much more.
Ascot Lloyd's commitment to providing exceptional service is reflected in its client-centric approach, where the team aims to build strong and long-lasting relationships with each client, ensuring that they always have access to the best possible advice whenever it's needed. Furthermore, as an independent financial adviser, Ascot Lloyd is not tied to any specific financial products or providers, which enables the team to offer unbiased and independent recommendations to clients, ensuring that the advice given is always in their best interests.
In conclusion, Ascot Lloyd is a leading name in the finance industry and a point of interest for anyone looking for top-notch financial services. Its professional team, central location and excellent reputation set Ascot Lloyd apart, making it the ideal choice for anyone seeking relevant, reliable and comprehensive financial advice.
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Location & Phone number
4th Floor, 11-15 Cavendish Square, Wigmore St, London W1U 1PF, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I highly recommend the senior partner Jonathan Walne who is a brilliant IFA. The service is second to none: queries are dealt with the same day, he uses clear language a layman can understand and he always willing to talk things through on the phone when needed. The service includes two face-to-face meetings a year, one full written review and a six month valuation report. I feel this is good value for the 0.5% p.a. management fee and I have no hesitation recommending him to others."
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