My annual review with Tim Slater was as professional as usual. Agreed that I should increase my monthly withdrawal. Sadly this took longer to be received than I hoped. A consent form wasn’t very forth... Toon meer

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Lees wat reviewers zeggen
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... Toon meer
I have the pleasure to deal with your advisor Mike Browning. I have absolute faith in his advice he makes you feel as though you are his only client he is a throughly nice man who gives me complete co... Toon meer
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 caref... Toon meer
Bedrijfsgegevens
Geschreven door het bedrijf
Here at Ascot Lloyd, we pride ourselves on being financial advisers who offer financial advice & financial planning to personal & corporate clients.
Contactgegevens
45 Church Street, B3 2RT, Birmingham, Verenigd Koninkrijk
- 0345 475 7500
- info@ascotlloyd.co.uk
- ascotlloyd.co.uk
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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.
Spoke to Hudson Archer Today from…
Spoke to Hudson Archer Today from capital professional and was very well-spoken and polite .
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.
Very helpful and patient advisor
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.

Antwoord van Ascot Lloyd
Raj was very helpful with my concerns…
Raj was very helpful with my concerns and I think I had just been listening to the media too much I feel better just being able to talk to someone.
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.
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.
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.
Great customer service
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
Raj C listened politely
Raj C listened politely, helped me formulate a plan, and sent the information in a way I did appreciate. thankyou Ascot Lloyd.
Mustafa Mahmood
Mustafa Mahmood, is excellent, I would recommend him to anyone, he is in regular contact and answers all our questions.
Very polite and helpful
Very polite and helpful, told me straight away what the call was about
Excellent service with a lovely…
Excellent service with a lovely gentleman at the other end of the phone
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.
Phone answered promptly
Phone answered promptly. The person I spoke to was helpful and sorted out my query quickly and I felt re-assured. Many thanks
Simple and efficient communication
Simple and efficient communication, my request was dealt and resolved in just a few minutes with all information and details provided. Thank you.
Professional and friendly service
Very friendly and professional. Answered all my questions and gave advice
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