Financial Planning & Private Family Office

Ascot Lloyd Private Office offers a comprehensive, bespoke financial planning service, including:

• Personal financial planning
• Corporate financial planning
• UK and overseas retirement planning
• Professional investment management
• Tax efficient investments and estate planning
• Trust and charity investment planning
• Authorised and regulated by the Financial Services Authority

Discretionary Asset Management

PFP Wealth Management offers a discretionary investment service. It is predicated on a firm belief in the importance of capital preservation and the generation of absolute real returns.

Client portfolios are typically bespoke but will normally incorporate the following types of assets:

• High quality and objectively creditworthy bonds;
• Defensive and well diversified equity investments and funds;
• Uncorrelated funds, typically systematic trend-following funds;
• Real assets, notably the monetary metals, gold and silver.
• Authorised and regulated by the Financial Services Authority

Client portfolios can be held in the form of SIPPs, ISAs, other pension arrangements or unwrapped brokerage accounts.

Employee Benefit Solutions

Ascot Lloyd Benefit Solutions offers a full and comprehensive range of services designed to meet the needs of employers, pension scheme trustees and members of employee benefit packages. We pride ourselves on our expertise and our ability to work with clients as an extension of their business offering an innovative service to meet their needs with practical and cost effective solutions. Original thinking, the competence and ability of our people and an excellent back office administration system provide our clients with the solutions they need to build and run their benefit schemes.

Read our Pension Trust Brochure and Online User Guide

Working with Accountants
and Solicitors

We have a long history of working with legal and accountancy practices to deliver integrated advice for the benefit of mutual clients.

We recognise the importance of working carefully with a client’s tax and legal advisers to ensure a co-ordinated approach is achieved and that the planning we introduce compliments their strategies.