Ascot Lloyd - Independent Financial Advisers serving Romsey and Hampshire.
Ascot Lloyd is an independent financial advisory company that serves Romsey and Hampshire. They offer a range of financial services including business consulting, financial planning, investment banking, pension offices, savings banks, trust banks, venture capital companies, transportation and shipping, and more. Their team of experienced financial advisors provides personalized solutions to help clients achieve their financial goals. Ascot Lloyd is committed to delivering exceptional service and building long-term relationships with their clients.
Introduction to Ascot Lloyd Independent Financial Advisers serving Romsey and Hampshire
Ascot Lloyd is an independent financial adviser that has been serving Romsey and Hampshire for many years. The company was founded with the aim of providing expert financial advice to clients, and to help them achieve their long-term financial goals. What sets Ascot Lloyd apart from other financial advisers is their commitment to providing personalized and tailored advice to each of their clients. They take the time to understand each client's unique needs and circumstances, and then develop a customized financial plan to help them achieve their financial goals.Services & products
Ascot Lloyd offers a range of financial services to their clients, including business consultings, financial planning, investment banking, pension offices, savings banks, trust banks, and venture capital companies. They have a team of experienced financial advisers who are dedicated to helping clients achieve their financial goals. Some of the specific services offered by Ascot Lloyd include retirement planning, investment management, tax planning, and estate planning.Location
Ascot Lloyd is located in Rookley, a small village in Hampshire, England. The area is known for its beautiful countryside and charming villages, and is home to a variety of businesses and industries. Some of the businesses that can be found in the area include agriculture, manufacturing, and retail. There are also several public transportation options nearby, including the Romsey train station, which is located just a few miles away. Other nearby public transportation options include the Southampton Airport Parkway and the Chandlers Ford train station.Benefits
Customers should choose Ascot Lloyd because they offer personalized and tailored financial advice to each of their clients. They have a team of experienced financial advisers who are dedicated to helping clients achieve their long-term financial goals. Ascot Lloyd also offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning. They are committed to providing the highest level of service to their clients, and are always available to answer any questions or concerns.Good to know
Customers should be aware that Ascot Lloyd is an independent financial adviser, which means that they are not tied to any particular financial products or services. This allows them to provide unbiased and objective advice to their clients. Ascot Lloyd also operates on a fee-only basis, which means that they do not receive any commissions or kickbacks for recommending certain financial products or services.Reviews
Customers have consistently praised Ascot Lloyd for their personalized and tailored financial advice. They appreciate the company's commitment to understanding their unique needs and circumstances, and developing a customized financial plan to help them achieve their goals. Customers have also praised the company's team of experienced financial advisers, who are knowledgeable and always available to answer questions or concerns. Overall, customers have found Ascot Lloyd to be a reliable and trustworthy financial adviser.Amenities
-
financial guidance -
investment advice
-
tax planning
-
insurance services
-
wealth management
-
retirement planning
-
financial planning
-
portfolio management
-
advisor
FAQ
How do you tailor your consulting services to meet the specific needs and goals of my business?
At Ascot Lloyd, we take the time to fully understand your business and its unique needs and goals. Our team of experienced consultants work closely with you to develop a customized plan that addresses your specific challenges and opportunities.How do you customize financial plans to fit individual clients?
We understand that every client has unique financial goals and needs. Our team of financial planners works closely with you to create a customized plan that takes into account your individual circumstances and objectives. We then provide ongoing support and advice to help you achieve your financial goals.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and hold a range of professional qualifications, including the Chartered Financial Planner (CFP) designation, which is the highest level of qualification in the financial planning industry. We also invest in ongoing professional development to ensure that our team is up-to-date on the latest trends and best practices in the industry.What is the minimum investment amount required for a partnership?
The minimum investment amount for a partnership will depend on a number of factors, including the specific investment opportunity and your individual circumstances. Our team can provide guidance on the minimum investment amount required for specific opportunities, and can work with you to find an investment opportunity that meets your needs and budget.Can I access my account online or through a mobile app?
Yes, we offer a range of digital solutions to make it easy for you to access your account information and stay up-to-date on your investments. Our online and mobile platforms provide secure access to your account information, including performance data, transaction history, and more. You can also contact our team directly for personalized support and advice.Reviews
-
Simon Folkard
When they said they had achieved double figures I assumed they meant profit, not loss! How wrong I was. I have now changed my advisor.
18-06-2020
-
Martin Casey
We found Alex very knowledgeable and helpful in recent visits with great advice on maximising our pension contributions and income.
18-06-2018
-
Jim Woodhouse
Alex and the team have always provided an excellent service to me, and have always delivered above my expectations!
18-06-2018
-
chuckie palmer
A top team of professionals
18-06-2018
-
Matt Newman
I've known Alex for many years and have always found his advice and recommendations for my personal finances and pensions to be honest, realistic and impartial. Recently he's arranged to consolidate several pensions and I value the regular newsletters his team send via email on a regular basis, particularly as a valuable means of being kept informed during uncertain economic times. I must add that whenever I have met or spoken with any of the team - Chris, Karen, Hannah amongst others, they have always been most helpful, friendly and professional.
18-06-2017
-
Daffyd Bupay
We have used Chris Moseley at Calculis to sort out my 9 frozen pensions and consolidate them into one managed fund, he and his team arranged all the transfers for us with no problems. We now have one managed fund which despite the poor interest rates is performing well. We have regular updates from Chris advising on switching funds after Brexit. We are now much happier with the funds being in one place and we can check how they are performing on a daily basis if we need to. After 6 months we received an update on our portfolio in book form explaining everything in an easy to understand format. Calculis is a very professionally run company and we would have no hesitation in recommending them to any of our friends or family. David & Tracy Bulpett, Chandlers Ford.
18-06-2017
-
Gill Young
I have used Calculis for a year now. Chris and the staff are always very friendly when we have seen them. They are keeping me up to date on my investments as promised, and making regular quarterly suggestions for my portfolio.
18-06-2017
-
Michel Vanden-Eynde
I thank Chris for all his help and sound advice in plain English for my pension arrangements which have shown great growth over the years. Great service from Calculis and their charges are fair given the performance of my protfolio. I can recommend their services for investments or pension advice. Thank you
18-06-2017
-
Steve Counsell
From the outset Paul and more recently Chris have been excellent advisors. They and all the Calculis staff are a real pleasure to deal with. The results of their advice is plain to see in the statements we receive and the newsletter is a great way of keeping updated on general trends. I have recommended Calculis to many friends and will continue to do so.
18-06-2017
-
Barry Cummins
I have no baseline to review against, so I see little value in this.
18-06-2017
