Ascot Lloyd is a UK-based financial services firm, providing advice to both individual and corporate clients.
Established in 2004, Ascot Lloyd provides independent financial advice and planning across the UK. Among its services include advice on estate planning, pensions, mortgages, tax planning and protection.
It is a privately owned company supported by Oaktree, one of the leading global investment management firms.
In 2017, Ascot Lloyd merged with the national wealth management company Bellpenny.