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.
- Ascot Lloyd has GBP 10 billion in funds under management and has advised over 57,000 clients.
- The group has seen considerable growth and development in recent years and is approaching GBP 10bn 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 the 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.
Highlights & Updates
- In 2023, Ascot Lloyd launched its own adviser platform with support from the technology provider SS&C.
- Acquired Portfolio Financial Consultancy, a Swansea-based IFA, in 2023.
SECTOR
Financial Services
REVENUES 2023
EUR 100 million
EMPLOYEES
570
OWNERSHIP
Fund X
INVESTMENT DATE
2022
HEAD OFFICE
Reading, UK
