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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I have the pleasure to deal with your advisor Mike Browning. I have absolute faith in his advice he makes you feel as though you are his only client he is a throughly nice man who gives me complete co... See more
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
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
399 reviews
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Replied to 100% of negative reviews
Typically replies within 24 hours
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Great Service
I had a great service from my financial advisor who helped me navigate a withdrawal. He provided me with a really good service which was so helpful.
May 1, 2026
Great pension help.
August 18, 2025
Happy bunny.
My annual review with Tim Slater was as professional as usual. Agreed that I should increase my monthly withdrawal. Sadly this took longer to be received than I hoped. A consent form wasn’t very forthcoming. I’m extremely pleased with the managing of my fund considering the volatile market.
May 1, 2026
The Ascot Lloyd associate is really professional and attentive to what I want and need
The Ascot Lloyd associate is attentive to my needs and approach, knowledgeable and very professional.
May 1, 2026
Professional customer service
Always delivers advice in professional manner however makes it understandable to those who have limited knowledge of investments,pensions. Would not hesitate to recommend to friends.
May 1, 2026
A great company
I've been with Ascot Lloyd for many years. They've given me excellent advice, good communications,
and a personal adviser on hand for reviews & any questions I might have. Highly recommended.
May 1, 2026
Great financial adviser
My financial adviser is pleasant, helpful and explains everything very clearly. Thank you!
March 23, 2026
Excellent Results
Ascot Lloyd have given us excellent results with the minimum of fuss and are friendly and reliable to deal with.
May 1, 2026
Excellent Advice always given
I have the pleasure to deal with your advisor Mike Browning. I have absolute faith in his advice he makes you feel as though you are his only client he is a throughly nice man who gives me complete confidence and I trust him 100%
May 1, 2026
You were very friendly and able to…
You were very friendly and able to answer my questions. The information was clearly laid out making it easy to understand.
March 31, 2026
Regular financial advice
The Company sends information regularly which along with specific advice from your Advisor is helpful, especially for those of us who rely on that advice to make financial decisions.
March 31, 2026
Company very efficient gives very good…
Company very efficient gives very good advice always helpful when you contact them
March 31, 2026
Raj was so helpful explaining…
Raj was so helpful explaining everything and making sure we understood everything
April 8, 2026
Friendly and efficient advisors who…
Friendly and efficient advisors who explain exactly just what is needed to get the best from your investments.
March 31, 2026
Very professional and friendly
Very professional and friendly, they were very informative
March 31, 2026
Annual Withdrawal from Aegon
The review with my financial adviser was very good and my requests for annual withdrawal is implemented, however, this year Aegon first part withdrawal well on time with the balance submitted just in time related to my tax requirements.
April 1, 2026
The gentleman I spoke to was extremely…
The gentleman I spoke to was extremely helpful and explained well, went through everything with me with patience.
March 31, 2026
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