Ascot Lloyd

Financial planning advice 

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.

Industry

Expect further M&A acceleration in wealth management

Private equity backing on rise

14 September 2022 • 3 min read

People moves

Alena Kosava leaves Avellemy to 'pursue other opportunities'

Oversaw £3bn in AUM

09 May 2022 • 1 min read

Investment

Oaktree acquires Sanlam Wealth UK in £140m deal

New brand to be announced

20 September 2021 • 2 min read

Multi-asset

Ascot Lloyd expands range with five risk-targeted funds

Through sister firm Avellemy

06 June 2019 • 1 min read

Advisory

Ascot Lloyd appoints Graham Bentley as investment committee chairman

Replaces former OMGI bond fund manager Stewart Cowley

05 February 2018 • 2 min read

Wealth Management

Bellpenny and Ascot Lloyd merge to create £6bn wealth manager

BIA Financial Planning also incorporated

03 July 2017 • 1 min read