Ascot Lloyd - Independent Financial Advisers in Reading - Reading

Ascot Lloyd - Independent Financial Advisers in Reading is a reputable financial consulting and investment company located in Reading, United Kingdom. Their office is situated in the heart of the city at Reading Bridge House, George St, Reading RG1 8LS. You can easily reach them by calling 3454757500.

One of the key features of Ascot Lloyd - Independent Financial Advisers in Reading is their commitment to providing personalized financial advice and investment strategies tailored to meet the unique needs of each client. Their team of experienced financial advisers works closely with individuals, families, and businesses to help them achieve their financial goals.

The company's specialties include financial consulting and investment management. They offer a wide range of services, including retirement planning, investment portfolio management, tax planning, and estate planning. Additionally, they provide comprehensive wealth management solutions designed to help clients grow and protect their assets.

Ascot Lloyd - Independent Financial Advisers in Reading is wheelchair-accessible, making it easy for everyone to visit their office. They also have wheelchair-accessible toilets and regular toilets available for their clients' convenience.

With five reviews on Google My Business, Ascot Lloyd - Independent Financial Advisers in Reading has an average opinion of 2.6/5. While there is room for improvement, it's important to note that each client's experience and needs are unique, and the company's commitment to providing personalized financial advice and investment strategies remains unwavering.

Reviews of Ascot Lloyd - Independent Financial Advisers in Reading

Tim Smith

1/5

Total lack of communication, constant broken promises and when you complain, even the complaints manager doesn’t reply or even seem to care. Fees are high, poor advice and lost me over £18000 on my initial investment and didn’t seem to care and claimed it was not real money but virtual funds. A simple request to release all my pension funds took over 6 months due to them stalling and trying to talk me out of it. Advisor then refused to speak to me when I made a complaint about him. Avoid this company like the plague. Only scored 1 star as it’s not possible to score zero that they deserve.

Kayleigh McCartney

1/5

Genuinely appalling. Constant mistakes (always being blamed on platform provider), poor service, lack of support, failure to respond to formal complaint (took 4 months to get a response, and that was only when chased). I would honestly go as far to say that this company are negligent. There is no transparency, the fees are very high for what you get and it took a ridiculous amount of communication and confusion to actually question the fee structure. It turns out that my Dad was being charged top tier fees for a very simple pension and portfolio. We have now left them and I would urge you to not go near them.

Val Hall

1/5

Total lack of communication
Customer service non existent

Gwynedd Roberts

5/5

Wajahat Aftab

5/5