Financial Planning & Private Family Office

Ascot Lloyd Private Office offers a comprehensive, bespoke financial planning service, including:

  • Personal financial planning
  • Corporate financial planning
  • UK and overseas retirement planning
  • Investment management
  • Esoteric and specialised investments
  • Tax efficient investments and estate planning
  • Trust and charity investment planning

At Ascot Lloyd we have a strong pedigree of working with prosperous individuals. We ensure that long-term plans are tailored specifically to the requirements of our clients who enjoy a close relationship with an experienced adviser and their support team. Our expert knowledge and independence ensures access to traditional and contemporary solutions, some of which are only available to a handful of firms, and our technical, regulatory and support teams ensure that we are always on hand to deliver an exceptional level of service.