Latest Ascot Lloyd News & Updates

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Ascot Lloyd

UK financial advice and wealth management firm

ascotlloyd.co.uk
Headquarters
Birmingham, United Kingdom
Founded year
2003
Company type
Private company
Number of employees
500–1,000

Last updated

Latest news about Ascot Lloyd

In short: Ascot Lloyd expanded its national footprint by acquiring Aberdeen Financial Planning and set aside £17m for potential client redress payouts.

Company announcements

  • Ascot Lloyd

    Ascot Lloyd achieves VouchedFor Top Rated Firm 2026 status

    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.

  • Ascot Lloyd

    Ascot Lloyd warns of inheritance tax reforms

    Frozen thresholds and 2026-27 changes to pensions and reliefs expand IHT exposure. Strategies include gifting, trusts, business relief, and charitable giving.

  • Ascot Lloyd

    Ascot Lloyd completes acquisition of Aberdeen Financial Planning

    This milestone supports their growth strategy, deepening national presence and client capabilities. They welcome new colleagues.

  • Ascot Lloyd

    Ascot Lloyd discusses ISA and pension changes

    Jason Barefoot explains impacts on retirement strategies, IHT on pensions, reduced ISA allowances from 2027, and advises reviewing plans before April 5.

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