Ascot Lloyd - Independent Financial Advisers in Bath
Kelston Road, Bath and North East Somerset BA1 9AD, United Kingdom
About the Business
Ascot Lloyd is an independent financial advisory institution located in the historic city of Bath in the United Kingdom. Our team of highly experienced advisors has been serving clients in the region for many years, developing a wealth of knowledge and expertise in the industry. Our office is situated in the picturesque surroundings of the 9AE Coach House on Kelston Road, making it a prime point of interest for anyone seeking professional financial guidance.
At Ascot Lloyd, we understand that each client has unique financial needs and goals, and we are dedicated to tailoring our advice to suit those individual requirements. We pride ourselves on building strong, lasting relationships with our clients, providing a personalised service that is both professional and transparent. We believe that open communication is crucial to achieving financial success, which is why we take the time to understand our clients' circumstances and aspirations, and work closely with them to achieve their financial objectives.
Our comprehensive range of financial services includes investment planning, pension advice, retirement planning, inheritance tax planning, and personal protection. We also provide expert guidance on complex financial matters, such as trusts and long-term care planning. Our advisors are well-versed in the latest industry changes and developments, ensuring that our clients receive the most up-to-date and relevant advice and support.
We are proud to be an established institution within the financial advisory industry, and our reputation in the local area speaks for itself. Our commitment to delivering exceptional service has earned us a loyal client base, and we are always working to maintain and improve those relationships. If you are looking for expert financial advice and support in the Bath area, Ascot Lloyd is the perfect place to start. Contact us today to arrange a consultation with one of our advisors, and take the first step on the path to financial peace of mind.
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Contacts
The 9AE Coach House, Kelston Rd, Bath BA1 9AD, United Kingdom
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Lovely views"
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