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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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
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Replied to 100% of negative reviews
Typically replies within 24 hours
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Heather was very polite and helpful
Excellent advice from a very knowledgeable and personable person
Recently had a review with Mustafa Mahmoud and wish to say thank you for his superb attitude, something very rare in this age we are living in. Please convey my thanks to him.
Les Craig
Best Financial Help Ever
This is most helpful, patient, focused financial help I have ever received.
Craig
Craig, took the trouble to contact me and provide very helpful advice.
This is unlike my last 4 years experience of Ascot Lloyd with no annual reviews and no contact at all from an adviser. Until my experience with Craig I would give Ascot Lloyd 0/10.
Mustafa Mahmood excellent advise!!
Mustafa Mahmood
My financial adviser above was 100% helpful in every way - took his time & most importantly he listened to my needs & wants!
The advise/guidance he gave was first class -
Very helpful indeed!
Raj Chauhan was extremely efficient
Raj Chauhan was extremely efficient, and very helpful in sorting out the outstanding issues enabling me to have a further contact on Thursday with Kevin Branche.
Excellent
Very helpful friendly and understanding and provided me with the information ℹ️ requested promptly
The staff were very attentive and very…
The staff were very attentive and very professional
I was listened to while I explained…
I was listened to while I explained what I needed. And talked through what I needed to do.
Prompt response to query
There was a technical issue with calls disconnecting at first, however the customer service operators were helpful at sorting it.
My query was resolved quickly by Ascot Lloyd and the team really helpful. Thank you.
The lady on the phone was very helpful…
The lady on the phone was very helpful and she phoned me back as she said she would and was able to arrange an appointment at a suitable time.
David jones sorted query effectively…
David jones sorted query effectively and quickly very professional
Allowed time for questions
Unprofessional and rude
Our initial meeting was very positive. However when we approached them for a second time further down the line, the promised email in a 'few days' ended up being almost 2 weeks, and they didn't even bother calling when they said they would. No follow up email either. I sent an email to express my displeasure & didn't get a response to that either. Unprofessional and frankly rude. Will be using another IFA

Reply from Ascot Lloyd
Raj was fantastic
Raj was fantastic. I did not have a lot of question but what i did have was answered on the spot. More help was offered as and when it is required. Would highly recommend Ascot Lloyd.
Many thanks for such prompt service
Many thanks for such prompt service. I found the experience, dealing with my requirements, very helpful providing me with assistance and information that I needed to facilitate my request.
Very professional in everything they do.
Raj Chauhan was very helpful when we called. He was both extremely professional and knowledgeable in the matter we were considering. We would highly recommend Raj and Ascot Lloyd for your investment queries and advice.
Spoke to Hudson Archer Today from…
Spoke to Hudson Archer Today from capital professional and was very well-spoken and polite .
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