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
4,7
Uitstekend
401 reviews
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We have been with Ascot Lloyd for…
We have been with Ascot Lloyd for several years now and have always found them to be supportive and helpful. Our recent review was held on the phone but was just as good as our face to face ones have been.
25 juli 2025
Excellent Service
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 excellent service with help, advice and information. The person who dealt with myself, he was so professional and explained in detail the process of what would happen and that I could contact him again if I required any more help. Excellent service.
13 augustus 2025
Details left wanting
I was disappointed with incorrect details in the report
I am not 88 until 29th December.
I’m not looking for income in retirement.
I didn’t tell the advisor that I want to leave a legacy.
I did tell him that my rainy day savings are with the Yorkshire Building Society
24 juli 2025
Very helpful,friendly and took time to…
Very helpful,friendly and took time to explain everything
1 augustus 2025
Review of calls with Mike Browning
The advisor was very thorough and professional and submitted an excellent report following our initial discussion. He was respectful and explained all the key facts very well.
8 augustus 2025
That our money is safe
The gentleman we spoke to was very helpful and explained what we needed to know.We are not big investors but just wanted to know are savings are safe and secure.
1 augustus 2025
Excellent experience from Raj from…
Excellent experience from Raj from start to finish of my call, very friendly and his knowledge helped us greatly.
7 augustus 2025
customer service
I had problems logging on to the website which was all my fault , but the staff were very easy with me and explained in detail to avoid any stress on my part.
24 juli 2025
Very polite and clear instructions
5 augustus 2025
Mr Ford
Mr. Ford explained in detail although I needed to know. And did not rush and explained everything I need to know and the outcome was good.
25 juli 2025
My call was answered very quickly and I…
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 Wallace answered my call and speedily transferred me to speak with Linnarna (I hope that is the right spelling🤞) who explained to me what I had to do to provide the information required etc. for my account/investments.
Excellent - thank you.
4 augustus 2025
Ascot Lloyds adviser Mike Browning…
Ascot Lloyds adviser Mike Browning extremely helpful.
Explains complex financial matters very clearly.
Very happy with his experienced advice.
1 augustus 2025
Always very nice and helpful when I…
Always very nice and helpful when I call and keep me updated on things
25 juli 2025
Caring and Efficient
We are relatively modest investors but our annual review was handled with great care and efficiency. Our priorities were appreciated and accepted.
15 juli 2025
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