Ascot Lloyd Reviews 399

I found Ascot Lloyd through unbiased.com after being told by my SIPP provider that I needed to go through an IFA to make a transfer. I had three calls with Raj Chauhan. All very professional and careful to understand what I wanted to do whilst working out if it was really necessary to employ an IFA. Raj talked with colleagues and my pension provider resulting in a clear objective choice for me. I was very impressed and intend to return to Raj at Ascot Lloyd when I need to do a full financial review.

Helpful, friendly, attentive and patient.

Ascot Lloyd ran our company pension scheme.
They made a huge mistake which should be impossible in any well run scheme, paying the wrong gains to the wrong people resulting in many thousands of pounds of mistakes.

To make matters worse, they are impossible to contact. - e.g. talking 2 months to reply to a simple email asking for a form to be sent.

Raj was very helpful with my concerns and I think I had just been listening to the media too much I feel better just being able to talk to someone.

David Jones was excellent to deal with. Very professional, had all the information required and dealt with ny query in a very efficient manner.
Would most definitely recommend.

Raj was easy to talk to explained the steps that are taken. Did not feel at all pressured, he answered the questions I had and told me that I could phone back with any questions I might think of.
Good customer service.

I have had really great service from my financial advisor Mustafa Mahmood when I needed advice regarding my Drawdown Pension. He was very thorough, took time to listen to me and discuss my options, explaining each carefully. He kept me informed all through the process and I never had to chase him for a response. I was very pleased with the service I received from him & highly recommend him. 5 stars for you Mustafa, thank you.

I have received great advice regarding my Financial planning from Mustafa Mahood
It was clear and precise with out jargon
Great connection with Mustafa I know my aims in my financial planning going forward
I would like to mention also connect team especially David Jones for their support

Raj C listened politely, helped me formulate a plan, and sent the information in a way I did appreciate. thankyou Ascot Lloyd.

Mustafa Mahmood, is excellent, I would recommend him to anyone, he is in regular contact and answers all our questions.

Very polite and helpful, told me straight away what the call was about

Excellent service with a lovely gentleman at the other end of the phone

Our adviser Matt Law has gone out of his way to fully explain the current status of our investments in a friendly, informative manner without any pressure to make changes if I didn’t think they were necessary. He acts in our best interests when discussing options available.
He is very polite yet also friendly. His communication is first class.
I have full confidence in him and he is a credit to Ascot Lloyd.

Phone answered promptly. The person I spoke to was helpful and sorted out my query quickly and I felt re-assured. Many thanks

Simple and efficient communication, my request was dealt and resolved in just a few minutes with all information and details provided. Thank you.

Very friendly and professional. Answered all my questions and gave advice

The timely response from Mr Couldrick to both Geraldine's and my request for withdrawals from our ISA accounts was appreciated. He was most courteous to our requests and put the process immediately into action.

Prompt reply to emails
Helpful phone conversation to guide us through the process.
Well done!