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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I have been with Ascot Lloyd for many…
I have been with Ascot Lloyd for many years and they are always professional and efficient in dealing with my financial affairs.
Heather was very polite and helpful
Excellent advice from a very knowledgeable and personable person
Recently had a review with Mustafa Mahmoud and wish to say thank you for his superb attitude, something very rare in this age we are living in. Please convey my thanks to him.
Les Craig
Best Financial Help Ever
This is most helpful, patient, focused financial help I have ever received.
Craig
Craig, took the trouble to contact me and provide very helpful advice.
This is unlike my last 4 years experience of Ascot Lloyd with no annual reviews and no contact at all from an adviser. Until my experience with Craig I would give Ascot Lloyd 0/10.
Mustafa Mahmood excellent advise!!
Mustafa Mahmood
My financial adviser above was 100% helpful in every way - took his time & most importantly he listened to my needs & wants!
The advise/guidance he gave was first class -
Very helpful indeed!
Raj Chauhan was extremely efficient
Raj Chauhan was extremely efficient, and very helpful in sorting out the outstanding issues enabling me to have a further contact on Thursday with Kevin Branche.
Excellent
Very helpful friendly and understanding and provided me with the information ℹ️ requested promptly
The staff were very attentive and very…
The staff were very attentive and very professional
I was listened to while I explained…
I was listened to while I explained what I needed. And talked through what I needed to do.
Prompt response to query
There was a technical issue with calls disconnecting at first, however the customer service operators were helpful at sorting it.
My query was resolved quickly by Ascot Lloyd and the team really helpful. Thank you.
The lady on the phone was very helpful…
The lady on the phone was very helpful and she phoned me back as she said she would and was able to arrange an appointment at a suitable time.
David jones sorted query effectively…
David jones sorted query effectively and quickly very professional
Allowed time for questions
Unprofessional and rude
Our initial meeting was very positive. However when we approached them for a second time further down the line, the promised email in a 'few days' ended up being almost 2 weeks, and they didn't even bother calling when they said they would. No follow up email either. I sent an email to express my displeasure & didn't get a response to that either. Unprofessional and frankly rude. Will be using another IFA

Antwoord van Ascot Lloyd
Raj was fantastic
Raj was fantastic. I did not have a lot of question but what i did have was answered on the spot. More help was offered as and when it is required. Would highly recommend Ascot Lloyd.
Many thanks for such prompt service
Many thanks for such prompt service. I found the experience, dealing with my requirements, very helpful providing me with assistance and information that I needed to facilitate my request.
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