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Financial Consultants

Ascot Lloyd - Independent Financial Advisers in Reading

Ascot Lloyd is an independent financial advisory company located in Reading, England. They offer a range of financial services and consultancy to their clients. Their team of expert financial consultants provides personalized advice to help clients achieve their financial goals. Ascot Lloyd is committed to providing high-quality financial services to their clients.

Introduction to Ascot Lloyd Independent Financial Advisers in Reading

Ascot Lloyd is an independent financial advisory company located in Reading, England. With a history of over 80 years, the company has established itself as a leading name in the financial services industry. Ascot Lloyd prides itself on providing the highest level of personalized service and expertise to its clients.

Services & products

Ascot Lloyd offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, protection planning, and more. The company also offers a variety of products such as ISAs, SIPPs, bonds, and trusts.

Location

Ascot Lloyd's office is located in Reading Bridge House, in the heart of Reading. The area is bustling with activity and is home to a variety of businesses ranging from retail shops to restaurants. The location is easily accessible by public transportation with the closest options being Reading Station (0.5 miles), Reading West Station (0.8 miles), and Reading Buses Station (0.2 miles).

Benefits

Customers should choose Ascot Lloyd because of the company's commitment to providing personalized financial advice tailored to their individual needs. With a team of experienced financial consultants, Ascot Lloyd ensures that each client receives the highest level of service and expertise. The company also offers a wide range of financial products and services to help clients achieve their financial goals.

Good to know

Customers should be aware that Ascot Lloyd is an independent financial advisory firm and is not tied to any specific financial product provider. This means that the company is able to provide unbiased and objective advice to its clients.

Reviews

Customers have praised Ascot Lloyd for their professionalism, expertise, and personalized service. Many clients have noted that the company's financial consultants are knowledgeable and take the time to understand their individual needs. Overall, customers have expressed satisfaction with the services provided by Ascot Lloyd.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services including investment planning, retirement planning, inheritance tax planning, and financial protection.

What experience do your financial consultants have?

Our financial consultants have a wealth of experience in the financial industry, with many holding professional qualifications such as Chartered Financial Planner status. We also provide ongoing training and development to ensure our consultants stay up-to-date with the latest industry knowledge and regulations.

How do you charge for your services?

We charge for our services based on the complexity of the advice we provide and the time it takes to deliver that advice. We will always provide a clear breakdown of our fees before any work is undertaken.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references and case studies of our past clients. Please contact us for more information.

How will you tailor your services to meet my specific financial goals and needs?

We take a personalised approach to financial planning, and will work closely with you to understand your specific financial goals and needs. Once we have a clear understanding of your situation, we will provide tailored advice and recommendations to help you achieve your objectives.