Ascot Lloyd: Financial Advisers reviews

Name: Financial Advisers
Rating: 3.38 (4 reviews)

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3.38

Based on 4 reviews, last reviewed 16th Apr 2026

100% increase in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

25%

4 star

25%

Latest highest rating:

5

Great service. Great service. Our financial advisor is great. We meet at least yearly, though he is always available if needed. Investment advice has been great Reviewed on: 16th April 2026

Latest lowest rating:

2

Been trying to access my pension for several months... Been trying to access my pension for several months now numerous calls always same answer you will get the paperwork in a couple of days never arrive... Read more Reviewed on: 12th June 2024

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Ascot Lloyd Financial Advisers reviews (4)

Great service.

Great service. Our financial advisor is great. We meet at least yearly, though he is always available if needed. Investment advice has been great Reviewed on: 16th April 2026

Been trying to access my pension for several months...

Been trying to access my pension for several months now numerous calls always same answer you will get the paperwork in a couple of days never arrive tried to transfer it to another provider said I couldn’t contacted complaints said someone who ring and guess what no one rings I think my next step is financial ombudsman Reviewed on: 12th June 2024

Good customer service

Was looked after well and had good knowledge about our needs. Reviewed on: 11th July 2020

Don't be surprised if you are disappointed

This organisation's conduct leaves much to be desired. Their behaviour and whole attitude is the absolute antithesis of "The Customer Comes First". The Financial Conduct Authority are absolutely right to be getting busy as set out in the article to be found at https://www.cityam.com/watchdog-warns-financial-advisers-on-causing-significant-harm-to-clients/ Caveat Emptor has rarely been so relevant advise. The only place I have ever been treated worse is R J O'Brien and Son Antiques Ltd of Oldham (Now in liquidation, surprise, surprise.) https://www.cityam.com/watchdog-warns-financial-advisers-on-causing-significant-harm-to-clients/ Reviewed on: 25th January 2020

Reply from Ascot Lloyd Ascot Lloyd apologise for any inconvenience caused to you. We take customer complaints seriously and, as per our direct communication with you previously, we closely followed our complaints procedure when reviewing your individual case. The advice you received was deemed appropriate through this process, however, due to your personal dissatisfaction you were offered, and accepted, a goodwill gesture and the matter was considered closed. Response date: 11th February 2020