"Zero service after Ascot Lloyd takeover…"

Zero service after Ascot Lloyd takeover of our local and trusted firm. We feared this would happen

"Deal with the same person right through…"

Deal with the same person right through your dealings

"During a protracted pension benefit"

During a protracted pension benefit, and although I had chosen not to use my advisor, Kevin Broome still responded to my concerns and helped me come to a satisfactory conclusion. Thank you Kevin.

"I hadn’t heard from them for some…"

I hadn’t heard from them for some time,they got me upto date on things that I had forgotten about, am having a phone conference next week will let you know how it goes.

"Professional and engaging"

The professionalism of Saira was outstanding. She listened very attentively and understood my request. Saira then proceeded to find the information I needed very efficiently and sent it to me with no delay.

An absolute asset to Ascot Lloyd and its customers.

"Klare was very efficient"

Klare was very efficient, helpful and sorted out my query efficiently and in good time.

"Ascot Lloyd investments "

Ascot Lloyd have a passion for investment and related subject matter, they are curious about their clients and the ever changing updates in the industry. They believe in having a long-term relationship with you and not just a series of commission-generating transactions! They can be considered trustworthy when it comes to giving sound advice they have the all important knowledge and experience.
I am happy with the service since the transition as they offer and demonstrate a broad range of service for their clients which gives the investor confidence.

"First class service and help from…"

First class service and help from Craig and the team as usual.

"Friendly and helpful "

Klaire was very friendly and helpful- we have spoken before. She sorted out the problem with getting online access and organised an appointment for me with an adviser on the phone.

"Clear answers to my questions"

Clear answers to my questions. Followed up with an email. Booked in to speak to an advisor on Monday