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Ascot Lloyd Reviews 

401
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 144 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being polite, helpful, and professional, often going above and beyond to provide clear explanations and valuable advice. Many people highlight the excellent customer service, noting quick response times and efficient handling of inquiries, whether by phone or email. The overall service is frequently described as highly satisfactory, with consumers appreciating the personalized approach and the clear, concise communication regarding their investments and financial plans. However, some customers also noted initial delays in getting a response or being directed to the correct person, and a few experienced issues with information not being redirected or annual reviews being missed.

What people talk about most

Staff

Customers had positive experiences with staff, consistently praising their helpfulness, professionalism, and... See more

Customer service

Reviewers highlight positive aspects of customer service, praising the excellent advice, clear communication,... See more

Service

Users describe positive interactions with service, highlighting the helpfulness and efficiency of financial... See more

Customer communications

Customers consistently note positive experiences with contact, highlighting efficient service, helpful... See more

Response time

Consumers generally find the response time to be positive, with many reviewers praising the swift and... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Aimi was polite and gave me the confidence in her manner that she will look after our joint investments. Her following actions to locate our withdrawals illustrated that she is more than words. We ha... See more

Rated 5 out of 5 stars

Contact via phone was quickly answered. Ascot Lloyd team member was patient, courteous and friendly. I really appreciated the help and support while I logged on to the web site for very first ti... See more

Rated 5 out of 5 stars

Jojo at Ascot Lloyd was helpful, polite and dealt with my enquiry promptly. I received the promised emails shortly after our phone call ended ensuring that I was fully informed of the correct time and... See more

Rated 5 out of 5 stars

We have found both Barnaby and Raj extremely helpful. They have clear client concern, explain things well and gave the most helpful advice when necessary, or explained issues where appropriate. We are... See more


Company details

  1. Financial Planner
  2. Financial Consultant

Written by the company

Here at Ascot Lloyd, we pride ourselves on being financial advisers who offer financial advice & financial planning to personal & corporate clients.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

401 reviews

5-star
4-star
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1-star

Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 100% of negative reviews

Typically replies within 24 hours

How this company uses Trustpilot

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4.7

All reviews

(401)

126 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 4 out of 5 stars

Overall Opinion

Always explain things in a clear and concise way. Do not use any unnecessary jargon, always keep things simple. Investments have always done well and they are happy to explain anything I'm not sure about, also happy to answer any questions in a timely manner.

19 November 2025
Rated 4 out of 5 stars

We had the planned chat at the time…

We had the planned chat at the time arranged. Being made to change advisor with no information and in general poor information when account details change the change of advisor for instance, why does every single account have to be changed individually? surely it can be done that any account in my and my wives name would all change at once.

15 November 2025
Rated 5 out of 5 stars

Contact via phone was quickly answered

Contact via phone was quickly answered. Ascot Lloyd team member was patient, courteous and friendly.
I really appreciated the help and support while I logged on to the web site for very first time.
First contact really good. Perfect coordination with recent posting of guide booklet.

14 October 2025

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