Ascot Lloyd
Ready to make baffling jargon and unclear advice a thing of the past? Welcome to Ascot Lloyd. We’re a financial advice firm based in the UK who provide a range of financial services, including investment, retirement planning, tax efficiency strategies and estate planning. Whether you’re an individual, family or a business, we offer personalised advice that will help you achieve your goals while navigating complex financial landscapes. To do that, we pride ourselves on providing clear, down to earth and transparent financial advice that gives you confidence in your financial plan. So, whether you’re ready to take your next step or planning the next chapter of your retirement, we’ll make sure you always understand where you stand.
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Verified contacts
200
available on Kipplo
LinkedIn employees
470
501 to 1000 range
Open roles
4
across 3 depts
Distinct roles
189
indexed titles
Tech stack
1
tools in use
Monthly traffic
13
organic / mo
Hiring · 4 open positions across 3 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AJ
Abigail Jones
Senior Ifa Administrator · Operations
EmailPhone - CR
Clare Roberts
Independent Financial Advisor · Finance & Accounting
EmailPhone - NM
Neil MacKay
Chartered Wealth Manager · Finance & Accounting
EmailPhone - AG
Alison Griffin
Financial Planning Assistant · Finance & Accounting
EmailPhone - LJ
Lewis J Jones
Independant Financial Advisor · Finance & Accounting
EmailPhone - RG
Robert Gaussen
Independent Financial Adviser · Finance & Accounting
EmailPhone - AC
Amy Coster
Client Services & Operations Manager - South East · Other
EmailPhone - MC
Mona Christensen
() · Other
EmailPhone - JM
Joanna Meager
Head of Transformation · General Business & Management
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Ascot Lloyd
189 distinct titles indexed · top 10 shown.
- 38independent financial advisor
- 32paraplanner
- 23independent financial adviser
- 19ifa administrator
- 14chartered financial planner
- 11ifa
- 9financial advisor
- 6senior ifa administrator
- 6senior paraplanner
- 5financial planner
- +179more titles
Sign up to unlock all 200 contacts at Ascot Lloyd
Free for 7 days · 50 credits · no card · only pay for verified records.
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