Ascot Lloyd is one of the largest and fastest growing independent financial advice (IFA) firms in the UK.
Comprehensive service offering including independent financials advise, wealth management and corporate benefit solutions provided through over 130 advisers, serving more than 20,000 core clients
The group has seen considerable growth and development in recent years and is approaching £10 billion in funds under influence. Strong brand, client centric culture and proven ability to deliver organic and inorganic growth
Vision & Outlook
Accelerate growth by continuing to support Ascot Lloyd’s active acquisition strategy and invest in people and technology to drive organic growth
Support the company in developing its client offering including its digital and in-house proposition
Increase the availability of and commitment to sustainable options and savings, helping clients access high quality financial services
EUR 95 million