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Ascot Lloyd

Ascot Lloyd overhauls pricing to attract wider range of clients

Charging

Ascot Lloyd overhauls pricing to attract wider range of clients

Fee change unveiled as part of firm's rebrand

clock 26 February 2025 • 2 min read
Ascot Lloyd names Francis Jackson as chief executive

People

Ascot Lloyd names Francis Jackson as chief executive

Replacing Nigel Stockton who set to leave the IFA firm in February

clock 27 August 2024 • 2 min read
Ascot Lloyd posts £84.6m in revenue after multiple acquisitions

Companies

Ascot Lloyd posts £84.6m in revenue after multiple acquisitions

IFA firm made five acquisitions in 2023

clock 25 July 2024 • 1 min read
Ascot Lloyd begins search for CEO as Nigel Stockton exits

People

Ascot Lloyd begins search for CEO as Nigel Stockton exits

The IFA firm is on the lookout for a successor to Nigel Stockton

clock 01 February 2024 • 1 min read
Ascot Lloyd records £80.6m revenue in 2022 aided by six acquisitions

Your profession

Ascot Lloyd records £80.6m revenue in 2022 aided by six acquisitions

The national IFA is seeking to expand its UK footprint

clock 21 August 2023 • 1 min read
Swansea firm Portfolio Financial Consultancy acquired by Ascot Lloyd

Your profession

Swansea firm Portfolio Financial Consultancy acquired by Ascot Lloyd

Acquisition of the firm announced on its website and LinkedIn last week

clock 17 July 2023 • 1 min read
Intelliflo launches all-in-one single system platform capability 

Wrap/platforms

Intelliflo launches all-in-one single system platform capability 

‘Wealthlink’ has been launched in collaboration with SS&C Technologies

clock 06 June 2023 • 3 min read
Ascot Lloyd adviser academy launches; key emphasis on diversity

Your profession

Ascot Lloyd adviser academy launches; key emphasis on diversity

Programme targets second career movers as well as Uni graduates

clock 18 April 2023 • 1 min read
Platform space to expand as Ascot Lloyd launches new offering

Platforms

Platform space to expand as Ascot Lloyd launches new offering

Firm has partnered with SS&C Technologies for its new venture

clock 09 March 2023 • 1 min read
Ascot Lloyd appoints head of its new Adviser Academy

Your profession

Ascot Lloyd appoints head of its new Adviser Academy

Academy launches early 2023

clock 22 August 2022 • 3 min read
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