What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Ascot Lloyd

We offer personalised advice that will help you achieve your goals.

We’re a financial advice firm based in the UK who provide a range of financial services, including investment, retirement planning, tax efficiency strategies and estate planning. We are one of the UK’s leading national firms of independent financial advisers, committed to providing a personal and professional service to both individual and corporate clients.

01/09/2026

Understanding your finances doesn't have to be overwhelming.

Money & Life Insights breaks down key financial topics into clear, digestible guidance, helping you build confidence one step at a time.

Whether you're thinking about pensions, investments, tax or long-term planning, we're here to help you stay informed.

Get Money & Life Insights: https://eu1.hubs.ly/H0xNPZ10

24/08/2026

We're surrounded by financial news, opinions and advice every day.

But what does it actually mean for your finances, your goals and your future?

Money & Life Insights turns complex financial topics into practical insights you can use, helping you feel more informed and more confident about the decisions ahead.

Subscribe today: https://eu1.hubs.ly/H0xNPy00

21/08/2026

From wills and lasting powers of attorney to tax planning and essential documents, Lindsay Carter, one of our financial advisers, reveals how a little preparation for later life now can prevent difficulties for your loved ones and ensure your wishes are upheld.

Learn more - https://eu1.hubs.ly/H0xMJK40)

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

31/07/2026

With life expectancy rising and an ongoing cost of living crisis, how can you ensure your wealth is sustained through a longer retirement than previous generations expected?

Discover more - https://eu1.hubs.ly/H0xm6MW0

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

15/07/2026

Clarity for your financial future starts with understanding how your money fits into your life.

From pensions to tax and everything in between, it’s not always easy to know what it all means for your situation.

That’s where Money & Life Insights comes in, clear, practical guidance designed to help you make sense of your finances and feel more confident about your decisions.

Get Money & Life Insights: https://tinyurl.com/ykr4cyxd

09/07/2026

Do you know where you stand financially?

For many people, the challenge isn’t access to information, it’s understanding what it means for their own situation.

Money & Life Insights helps you connect the dots, with clear, practical guidance that links your finances to real-life decisions. So, you can feel more confident about your future and the steps you take to get there.

Subscribe today: https://tinyurl.com/ye2kk5z2

02/07/2026

We know financial decisions aren’t always straightforward. That’s why we created Money & Life Insights, a newsletter designed to help you make sense of your finances and what they mean for your life.

Get clear, practical guidance straight to your inbox and feel more confident about your financial future.

Subscribe here: https://tinyurl.com/wr2tt6vc

&LifeInsights

26/06/2026

Worried about what the upcoming Inheritance Tax changes mean for you and your family? You are not alone.

This week, over 700 people joined us and Boring Money for a timely conversation about legislation that will affect how wealth passes between generations. Ascot Lloyd Financial Adviser Harry Beddoe and Holly Mackay (CEO, Boring Money) walked through what is actually changing, what it could mean in practice, and the steps you can take now to feel more in control.

They covered:

• How IHT works and where the thresholds currently sit
• Real-life case studies to bring the numbers to life
• Practical ways to manage your exposure, from gifting and trusts to life cover written in trust
• How annuities and whole-of-life policies can play a role in your planning
• Why keeping your will and key arrangements up to date matters more than ever

For more information on inheritance tax, download our IHT guide - https://eu1.hubs.ly/H0wvBt80)

Investment involves risk to your capital.
The FCA does not regulate tax or trust/estate planning. Tax rules are subject to change and depend on your personal circumstances.

18/06/2026

A great day spent with our Ascot Lloyd clients and advisers at yesterday’s event, hosted at the fantastic Balfour Winery

It was brilliant to see so many engaging conversations across key topics including IHT planning, investments, and the broader Ascot Lloyd proposition - all focused on helping clients feel more confident and informed about their financial future.

Events like this really highlight the value of bringing clients and advisers together in a more personal setting, creating space for deeper discussions and stronger relationships - and it certainly helped that the w**e was excellent too 🍷

21/05/2026

Divorce can be one of life’s most emotional moments, but the financial decisions you make during it can shape your future for decades. From overlooked pensions to rushed settlements, it’s easy to focus on the short term and miss the bigger picture.

Taking time to fully understand your finances can make a lasting difference to your long-term security.

Learn more: https://eu1.hubs.ly/H0vx-TQ0

Investment involves risk to your capital.
The FCA does not regulate tax or trust /estate planning. Tax rules are subject to change and are based upon your personal circumstances.

Address

45 Church Street
Birmingham
B32RT

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+443454757500

Website

http://www.ascotlloyd.co.uk/

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