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
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Had a review of my finances with…
Had a review of my finances with Mustafa, he was excellent in answering my questions,explained everything very polite & welcoming, a pleasure to deal with. Well done.
14 July 2025
Unprompted review
I have been using Ascot Lloyd for a…
I have been using Ascot Lloyd for a number of years and have always had a good experience. They are clear in their advise and happy to take questions if you have any.
Their attention to detail is second to known.
I would thoroughly recommend Ascot Lloyd for any financial advice.
10 July 2025
First Annual Review with Phil Addy.
It was our first Annual Review with Phil Addy. He was thorough, informative and listened to our views.
13 June 2025
Mike brown explained everything very…
Mike brown explained everything very concisely and clearly
1 April 2025
Our Adviser is always quick to respond…
Our Adviser is always quick to respond if we have a query. Knows what he can do for us, very polite and understanding to our specific needs. Dose not take long to get things progressing.
16 June 2025
Resuming contact
After no contact for several years I discovered you had an incorrect Email address. This has been sorted and I have no complaints about subsequent contact
27 March 2025
Mike was so helpful and understanding…
Mike was so helpful and understanding and his advice was what my wife and I needed considering watching has hating me health wise.
5 June 2025
Whatever your query, comprehensive, sensible advice give.
Always listens to and gives comprehensive advice.
19 May 2025
Enable a good understanding of finical matters
They are always helpful, they give clear explanation to enable me to make the right finical decisions .
19 March 2025
Not very helpful.
Not very helpful.
You live abroad but forced to maintain a SIPP in the UK? No thanks.
8 June 2025
Unprompted review
Reply from Ascot Lloyd
Good afternoon, thank you for your review. We are sorry to hear we have not met your expectations, and we would like to understand more so we can improve our services. Could you please reply to our direct message on Trustpilot with your full name and a phone number or email address, so we can arrange for a member of our team to contact you? Thanks Alex
The advisor was extremely helpful with…
The advisor was extremely helpful with my enquiry. Nothing was a problem, she was very knowledgable, she answers all my questions, she made me feel at ease.
3 June 2025
Raj is so efficient and polite a real…
Raj is so efficient and polite a real pleasure to deal with. Sorted our query out very efficiently
3 June 2025
Mustafa Mahmood
I have been extremely impressed by the service given concerning my pension annuity.
The advice given was straightforward and evrything was explained to me in as much detail I required.
I would not hesitate to give my full recomendation.
24 May 2025
Unprompted review
Great advice from Ascot Lloyd
The advisor was excellent and explained everything in detail.
I feel confident I have received the best advice.
I was kept informed with each step and process and everything was made clear.
Overall I am totally happy with my new advisor.
20 May 2025
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