At Ascot Lloyd, we are dedicated to building tailored, lasting relationships with clients and their wider families and associates.

Serviced Areas

  • Wisbech

Contact Details

  City Reading
  Postcode RG1 8LS
  Address Reading Bridge House, George St
  Phone Number 0345 475 7500

Products & Services


We help you achieve your financial goals both as an individual or as a business.

Through the expertise of our people we are able to offer you a full lifetime financial planning solution.

Operating across the UK, in England, Wales and Scotland, we can be wherever you need us to be.

Social Activity

We have a fantastic opportunity for an experienced business intelligence person to join us as Head of Business Inte
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In this collaborative article with top 50 law firm, @Freeths, we look at the ever emersive online world, and why it
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In our latest update on the markets, Investment Director, Steven Lloyd, looks at sterling and the effect of its mov
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The Covid-19 pandemic has shown us all that we never really know what is round the corner. Our Chartered Wealth Man
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Today we celebrate the publication of our first ever podcast! Kicking off our venture into the podcast world is
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Tax reform after the pandemic - what businesses and individuals should look out for in the autumn
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Great photo guys . Hope the Ascot Lloyd riders managed to keep up!
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In her latest article, Ascot Lloyd Tax and Trust Specialist, Gill Philpott, assesses what impact Rishi Sunaks summ
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From Our Website

Ensuring you are confident in the advice we provide is essential and we never take for granted the privileged position this puts us in. As a rapidly growing national firm we have opportunities across the country which enable our employees to work flexibly with the technology and support behind them. I became CEO of Ascot Lloyd when the company merged with Bellpenny in 2017. With over 30 years in financial services, I was Financial Services Director at Countrywide prior to this, responsible for over 1,000 mortgage advisers.