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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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
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Replied to 100% of negative reviews
Typically replies within 24 hours
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Overall Opinion
Always explain things in a clear and concise way. Do not use any unnecessary jargon, always keep things simple. Investments have always done well and they are happy to explain anything I'm not sure about, also happy to answer any questions in a timely manner.
Excellent professional financial advice…
Excellent professional financial advice provided and good products offered.
The person I spoke with,Raj Chauhan,was…
The person I spoke with,Raj Chauhan,was very patient and helpful and not in any hurry. I was put at ease and my enquiry was solved.
A very positive experience
The team provided a very good personal service. Barnaby is a very good communicator who listens and responds promptly.
Our experience was very good and positive.
We had the planned chat at the time…
We had the planned chat at the time arranged. Being made to change advisor with no information and in general poor information when account details change the change of advisor for instance, why does every single account have to be changed individually? surely it can be done that any account in my and my wives name would all change at once.
Joe Murphy was clear
Joe Murphy was clear, knowledgeable and delivered as promised. All good
Positive and efficient service
David was very personable and happy to help, he progressed my query quickly and efficiently.
Excellent communication skills and…
Excellent communication skills and knowledge of products, easy to contact great customer service.
Efficient, polite and friendly service from the Ascot Lloyd team
I had a very swift response to my queries via both email and phone calls. There had been a technical issue at the time. It was corrected as soon as possible, the AL Client Services Executive, (Summer McIntosh)was very polite and helpful and I was able to access the information I required relatively quickly the next day.
My request was dealt with in a helpful…
My request was dealt with in a helpful and friendly manner, nothing was too much trouble
Very useful advice which enabled me to…
Very useful advice which enabled me to review my options with greater clarity.
Contact via phone was quickly answered
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 time.
First contact really good. Perfect coordination with recent posting of guide booklet.
I’m very happy with my investment and…
I’m very happy with my investment and the advise l receive. Someone always gets back to you when you call. Slight issue was resolved quickl
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