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UK financial advice and wealth management firm
ascotlloyd.co.ukLast updated
In short: Ascot Lloyd appointed BlackRock, completed the Aberdeen acquisition, and set aside £17m for client redress.
The collaboration brings greater investment breadth and institutional scale, while CEO Francis Jackson describes it as a transformative step for scaling Ascot Lloyd Investment Management.
The firm and 52 advisers recognized based on client feedback with 4.7* rating from 3,793 reviews. It will appear in The Times guide.
This milestone supports their growth strategy, deepening national presence and client capabilities. They welcome new colleagues.
He joins Ascot Lloyd in January 2026, bringing over 20 years in wealth management and leading adviser teams across the UK.
Financial planning group Ascot Lloyd has taken 6,414 sq ft at 145 St Vincent Street, bringing its entire central Glasgow team together under...
Aberdeen's financial planning business was sold to Ascot Lloyd in August last year. The deal has brought 6,000 clients and £3.6bn assets under advice to...
Ascot Lloyd has set aside £17m to cover potential client redress after an internal review found cases where it could not evidence sufficient delivery of...
Aberdeen has sold its financial planning business to Ascot Lloyd as part of its plan to streamline its operations.
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