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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

Evaluating 142 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the company's polite, helpful, and professional staff, who clearly explain complex information and provide excellent advice. Many reviewers highlight prompt responses and efficient service, appreciating the quick handling of inquiries and ease of contact. The overall service is described as supportive and caring, instilling confidence in their financial guidance. However, some customers noted delays in receiving responses or information, leading to a need for follow-up. A few also experienced issues with information flow, such as unexpected advisor changes or a lack of proactive communication for annual reviews.

What people talk about most

Staff

Reviewers highlight positive aspects of staff, consistently praising their helpfulness, professionalism, and... See more

Customer service

Reviewers mention positive feedback about customer service, highlighting excellent advice, good... See more

Service

Clients share positive opinions on service, with many reviewers expressing satisfaction with the helpfulness... See more

Customer communications

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

Response time

Users describe positive interactions with response times, with many reviewers highlighting 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

See how their reviews and ratings are sourced, scored, and moderated.

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 5 out of 5 stars

Craig

Craig, took the trouble to contact me and provide very helpful advice.
This is unlike my last 4 years experience of Ascot Lloyd with no annual reviews and no contact at all from an adviser. Until my experience with Craig I would give Ascot Lloyd 0/10.

14 May 2025
Rated 4 out of 5 stars

Prompt response to query

There was a technical issue with calls disconnecting at first, however the customer service operators were helpful at sorting it.
My query was resolved quickly by Ascot Lloyd and the team really helpful. Thank you.

1 April 2025
Rated 1 out of 5 stars

Unprofessional and rude

Our initial meeting was very positive. However when we approached them for a second time further down the line, the promised email in a 'few days' ended up being almost 2 weeks, and they didn't even bother calling when they said they would. No follow up email either. I sent an email to express my displeasure & didn't get a response to that either. Unprofessional and frankly rude. Will be using another IFA

2 April 2025
Unprompted review
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Reply from Ascot Lloyd

Hi John, thank you for your review; I'm sorry to read about your experience. We’d like to investigate this a bit more for you. To do this, please could you reply to our direct message on Trustpilot with your full name and a contact phone number or an email address, so we can arrange for a member of the team to contact you. Thanks Alex

Rated 5 out of 5 stars

Raj was fantastic

Raj was fantastic. I did not have a lot of question but what i did have was answered on the spot. More help was offered as and when it is required. Would highly recommend Ascot Lloyd.

26 March 2025

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