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
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Review summary
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Reviews shaping this summary
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
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
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
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
45 Church Street, B3 2RT, Birmingham, United Kingdom
- 0345 475 7500
- info@ascotlloyd.co.uk
- ascotlloyd.co.uk
4.7
Excellent
401 reviews
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
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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 July 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 August 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 July 2025
Very helpful,friendly and took time to…
Very helpful,friendly and took time to explain everything
1 August 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 August 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 August 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 August 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 July 2025
Very polite and clear instructions
5 August 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 July 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 August 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 August 2025
Always very nice and helpful when I…
Always very nice and helpful when I call and keep me updated on things
25 July 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 July 2025
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