Ascot 3

Ascot Lloyd

Independent financial advice (IFA) firms

Ascot Lloyd is one of the largest and fastest growing independent financial advice (IFA) firms in the UK.

Company Background

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

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SECTOR

Financial Services

REVENUES 2021

EUR 95 million

EMPLOYEES

500

OWNERSHIP

Fund X

INVESTMENT DATE

2022

HEAD OFFICE

Reading, UK

MANAGEMENT

Nigel Stockton

CEO

CHAIRPERSON

Michael Covell

RESPONSIBLE ADVISOR

Christian Frick

Partner | Head of Financial Services