Latest Ascot Lloyd News & Updates

See the latest news and media coverage for Ascot Lloyd. We track all announcements, press releases, and industry mentions in real time, all in one place.

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 Today

Latest news about Ascot Lloyd

In short: Ascot Lloyd expanded its national footprint through acquisitions and leadership changes while navigating significant UK tax and pension reforms.

Company announcements

June 22 Ascot Lloyd

Ascot Lloyd analyzes market implications of Starmer's resignation

The article examines the Labour leadership race and potential impact on gilt yields, mortgages, and investments, advising a long-term approach.

March 11 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.

February 16 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.

February 2 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.

Media coverage

April 21 FT Adviser

Ascot Lloyd seeks asset manager for strategic partnership

Ascot Lloyd Investment Management is looking for a “globally recognised” asset manager to help it grow its range of ...

February 25 The Royal Gazette

Ascot adds CPP legal chief, former Sompo executive to board - The Royal Gazette | Bermuda News, Business, Sports, Events, & Community |

Ascot Group Ltd has appointed two senior global executives to its board of directors as the Bermudian-based speciality insurer marks its 25th anniversary. The company...

February 2 Money Marketing

Ascot Lloyd completes purchase of Aberdeen’s financial planning business

Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning (AFP), adding a further 6,000 clients and £3.6bn of assets under advice (AUA). The deal...

17 November 2025 Citywire

Aberdeen to close private client service after Ascot Lloyd deal

Exclusive: Aberdeen will close its private client department, which looks after the tax affairs of its customers.

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