"Friendly informative"

Friendly informative, couldn’t have been more helpful, nice chap 👍

"Raj was extremely helpful and made the…"

Raj was extremely helpful and made the process very straightforward. Highly recommended.

"My experience with this company was…"

My experience with this company was brilliant. From start to finish, everything was explained well and nothing was too much trouble when I asked stupid questions. Well done, I just wish every company was a pleasure to deal with like yours.

"Very friendly"

Very friendly, cheerful and helpful young woman made an appointment for me.

"Nigel was knowledgable and took time to…"

Nigel was knowledgable and took time to explain everything to me .

"my pension review"

the review itself went on too long with too many personal questions, the crux of the matter the actual pension is not discussed enough, or has enough information about the pension options

"I would give zero if I could"

I would give zero if I could. I dealt with Sam in relation to transferring out of a defined benefit pension scheme. After transferring out of my scheme at 49 Ascot Lloyd changed their process and told me it couldn’t take place until I was 50. I believe 49 was unachievable and against guidelines. Two weeks after I was 50 they told me it would not take place. I can no longer retire early as promised based on the estimated figures now being some £600k lower. No apologies from anyone of any seniority. No attempt to offer compensation. Appalling service and not to be trusted. STAY AWAY.

"Review of Finances"

Recently, dealt with Ascot Lloyd and spoke with Adam. He was very helpful, knowledgable and understanding. He was very supportive as I was supporting my mum over finacial advice but the remained honest and open for us to make formal descions.

"Professional, and a comfortable experience."

Professional. Person centred. Courteous, and appropriately friendly. Knowledgeable. Attention to detail. Ensures understanding at all times. Patient, and listens. Gives ample opportunity for questions. Always on time with telephone appointments. Thorough. Clear communication. Always available outside appointments. Paperwork is accurate. Meetings are always a comfortable experience. I highly recommend Ascot Lloyd as financial advisers.

"Good first impression."

It was our first conversation with Nigel but he talked us through everything knowledgeably and answered all our questions to ensure we understood the whole process. And importantly understood our requirements.