Ascot Lloyd

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.

Divorce can be one of life’s most emotional moments, but the financial decisions you make during it can shape your futur...
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.

A sudden inheritance can change everything, but not always in the way you expect.For many, it brings more questions than...
19/05/2026

A sudden inheritance can change everything, but not always in the way you expect.

For many, it brings more questions than answers:

• How do I manage this properly?

• Can I afford to enjoy it?

• What about my family’s future?

The reality is, without guidance, it’s easy to feel overwhelmed or even avoid making decisions altogether.

In our latest article, we explore why inherited wealth can feel stressful and how the right advice can help bring clarity and confidence.

Discover more - https://www.ascotlloyd.co.uk/knowledge-hub/news-and-insights/the-silent-stress-of-inherited-wealth/



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

Sometimes, when finances feel overwhelming, the hardest part can simply be knowing where to start. As part of Mental Hea...
14/05/2026

Sometimes, when finances feel overwhelming, the hardest part can simply be knowing where to start.

As part of Mental Health Awareness Week and this year’s theme of “Take Action”, we’ve shared a practical article with a simple checklist designed to help people take one manageable step at a time, at their own pace.

Whether it’s organising thoughts, understanding priorities or preparing for future conversations, small actions can often help bring greater clarity and confidence over time.

You can explore the article and checklist via the link below.

https://www.ascotlloyd.co.uk/knowledge-hub/news-and-insights/feeling-more-in-control-of-your-finances-small-steps-to-support-your-wellbeing/



Investment involves risk to your capital.

12/05/2026

As more young professionals look to take greater control of their financial futures, conversations around accessible, practical financial advice have never been more relevant.

That’s exactly what Ascot Lloyd explored with the Energy Institute Young Professionals Network in Aberdeen, where our advisers – Christina, Kamahl, Marie and Travis – shared practical guidance on the benefits of engaging with financial planning earlier in life.

With a fantastic audience and a brilliant venue, it was a great opportunity to challenge the perception that financial advice is only something to consider later in your career.

We’re proud of our strong and growing presence in Scotland, and of the role we play in helping make financial advice more inclusive and accessible.

Take a look at what we got up to in the video below…



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.
This communication is intended for UK residents for information purposes only and does not constitute financial advice or a personal recommendation.

This Mental Health Awareness Week, we’re recognising the important connection between mental wellbeing and financial wel...
11/05/2026

This Mental Health Awareness Week, we’re recognising the important connection between mental wellbeing and financial wellbeing.

At different stages of our lives, financial decisions, future planning and changing personal circumstances can all have an effect on overall wellbeing and confidence. Having open conversations and access to the right support can help bring greater clarity and reassurance.

To support Mental Health Awareness Week, we’ve shared an article exploring the relationship between financial wellbeing and mental wellbeing, including why talking more openly about finances can help people feel more informed and supported.

Read more via the link below.

https://www.ascotlloyd.co.uk/knowledge-hub/news-and-insights/why-talking-about-your-finances-can-support-your-mental-wellbeing/

Investment involves risk to your capital.

With leadership speculation once again in the headlines, we’ve taken a closer look at what political uncertainty can mea...
07/05/2026

With leadership speculation once again in the headlines, we’ve taken a closer look at what political uncertainty can mean for markets, the economy and personal finances.

In our latest article, we explore:

- Who could be the main leadership challengers

- What a change in leadership could mean for the economy

- What this means for you

Discover more - https://www.ascotlloyd.co.uk/knowledge-hub/news-and-insights/what-would-a-starmer-resignation-mean-for-markets-and-your-money/

Investment involves risk to your capital.

Supporting loved ones can be one of the most rewarding uses of your wealth. But how do you strike the balance between he...
01/05/2026

Supporting loved ones can be one of the most rewarding uses of your wealth. But how do you strike the balance between helping your family today and protecting your own financial future?

Discover more: https://www.ascotlloyd.co.uk/knowledge-hub/news-and-insights/how-to-help-children-or-grandchildren-without-harming-your-retirement/



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.

Most people know pensions and ISAs are tax-efficient ways to grow wealth. Offshore bonds remain less widely understood, ...
16/04/2026

Most people know pensions and ISAs are tax-efficient ways to grow wealth. Offshore bonds remain less widely understood, despite offering a range of potential benefits for the right person.

Learn more - https://www.ascotlloyd.co.uk/knowledge-hub/news-and-insights/understanding-offshore-bonds-what-they-are-and-how-they-work/

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

Nobody likes to think about losing mental capacity through illness or accident. Yet if it happens without a plan in plac...
25/03/2026

Nobody likes to think about losing mental capacity through illness or accident. Yet if it happens without a plan in place, the financial and practical consequences for loved ones can be significant. A lasting power of attorney (LPA) is designed to prevent uncertainty at precisely the moment when clarity matters most.

Learn more -https://www.ascotlloyd.co.uk/knowledge-hub/news-and-insights/understanding-lasting-power-of-attorney/

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.The FCA does not regulate will writing or power of attorney production.

14/03/2026

Throughout this week, inspired by International Women’s Day, we’ve been exploring the experiences and perspectives of women when it comes to financial planning. Today, we’re hearing from our female advisers specifically about working with female clients.

All our advisers at Ascot Lloyd take time to understand the individual behind the finances: family, life events, hopes, concerns and what matters most to them. There’s no one‑size‑fits‑all approach, and that commitment to truly knowing each client shapes the way we support our clients through some of life’s most significant financial moments
In this short video, our advisers share their reflections on what women often look for in financial advice, why feeling understood is so important, and how open conversations can empower women to make confident financial decisions.

If you would like to learn more about our services and how we can support you, please visit our website - https://eu1.hubs.ly/H0sDV6k0

𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬𝐫𝐢𝐬𝐤. 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

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