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Insights

Expansion through acquisitions Ascot Lloyd's aggressive expansion strategy through acquisitions, such as acquiring Cowgills Limited and Portfolio Financial Consultancy Ltd, indicates potential sales opportunities to offer financial services to new clients gained through these acquisitions.

Leadership changes driving growth Recent key appointments like CEO Francis Jackson, group technology director Jaco Cebula, and other C-suite executives suggest a strategic shift or growth phase, presenting potential sales opportunities to align services with the new leadership's vision.

Diverse tech stack for partnerships Ascot Lloyd's technology stack including SAP, Magento, Microsoft, and more, offers potential sales opportunities for technology solution providers to collaborate and enhance the company's service delivery and client experience.

Client-focused approach for upselling The emphasis on client satisfaction, open communication, and continued development creates potential sales opportunities for upselling additional financial products or services to existing clients, leveraging the strong relationships and trust built.

Financially stable with room for growth With a revenue range of $100M - 1B, Ascot Lloyd displays financial stability and potential for growth, making it an attractive target for sales professionals seeking to offer high-value financial solutions and services to a well-established and expanding client base.

Similar companies to Ascot Lloyd

Ascot Lloyd Tech Stack

Ascot Lloyd uses 8 technology products and services including Facebook Ads, Google Conversion Tracking, Facebook Pixel, and more. Explore Ascot Lloyd's tech stack below.

  • Facebook Ads
    Advertising
  • Google Conversion Tracking
    Advertising Networks
  • Facebook Pixel
    Analytics
  • SAP
    Customer Relationship Management
  • Magento
    E-commerce
  • Google Font API
    Font Scripts
  • Microsoft
    Miscellaneous
  • Adobe Creative Suite
    Visualisation Software

Media & News

Ascot Lloyd's Email Address Formats

Ascot Lloyd uses at least 1 format(s):
Ascot Lloyd Email FormatsExamplePercentage
FirstLast@ascotlloyd.co.ukJohnDoe@ascotlloyd.co.uk
62%
First.Last@ascotlloyd.co.ukJohn.Doe@ascotlloyd.co.uk
23%
First@ascotlloyd.co.ukJohn@ascotlloyd.co.uk
12%
FirLast@ascotlloyd.co.ukJohDoe@ascotlloyd.co.uk
3%

Frequently Asked Questions

Where is Ascot Lloyd's headquarters located?

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Ascot Lloyd's main headquarters is located at Reading Bridge House, George St Reading, Berkshire RG1 8LS GB. The company has employees across 5 continents, including EuropeNorth AmericaAfrica.

What is Ascot Lloyd's phone number?

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You can contact Ascot Lloyd's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ascot Lloyd's official website and social media links?

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Ascot Lloyd's official website is ascotlloyd.co.uk and has social profiles on LinkedIn.

How much revenue does Ascot Lloyd generate?

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As of September 2024, Ascot Lloyd's annual revenue reached $750M.

What is Ascot Lloyd's NAICS code?

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Ascot Lloyd's NAICS code is 52 - Finance and Insurance.

How many employees does Ascot Lloyd have currently?

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As of September 2024, Ascot Lloyd has approximately 501 employees across 5 continents, including EuropeNorth AmericaAfrica. Key team members include Chief Technology Officer: J. C.Chief Financial Operations Officer (cfoo): C. B.Chief People Officer: C. M.. Explore Ascot Lloyd's employee directory with LeadIQ.

What industry does Ascot Lloyd belong to?

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Ascot Lloyd operates in the Financial Services industry.

What technology does Ascot Lloyd use?

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Ascot Lloyd's tech stack includes Facebook AdsGoogle Conversion TrackingFacebook PixelSAPMagentoGoogle Font APIMicrosoftAdobe Creative Suite.

What is Ascot Lloyd's email format?

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Ascot Lloyd's email format typically follows the pattern of . Find more Ascot Lloyd email formats with LeadIQ.

When was Ascot Lloyd founded?

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Ascot Lloyd was founded in 2003.
Ascot Lloyd

Ascot Lloyd

Financial ServicesBerkshire, United Kingdom501-1000 Employees

We are one of the UK’s leading national firms of independent financial advisers, committed to providing a personal and professional service to both individual and corporate clients.

Established in 2004, Ascot Lloyd is a company that has grown rapidly through bringing smaller IFA firms into the fold to become a stronger and larger firm. 

Through our commitment to strong governance, robust infrastructure, cutting-edge technology, and exceptional support, we deliver an excellent and reliable service to our continuously expanding client base. Currently, we serve 22,000 core clients in a highly regulated industry, and we are proud to provide them with the utmost level of quality and security in everything we do.

THE ASCOT LLOYD DIFFERENCE

We pride ourselves on Being an independent Financial advisory firm which means we are not tied into certain partnerships or product solutions; therefore, we can search the whole market to find the most appropriate solutions to help you reach your financial goals

Client satisfaction is at the heart of what we do: We believe we have a refreshingly different approach to working with our clients and central to everything we do is client satisfaction.

Highly qualified: Whilst we have a strong technical pedigree with a clear focus on continued professional development for all our staff, we’re pragmatic and practical in our solutions.

Practical, jargon free advice: We ensure we provide our clients with jargon-free advice and establish realistic financial plans.

Open and honest:  We ensure our clients are completely clear about what we can or cannot deliver and we clearly explain the benefits, implications and considerations of everything we recommend.

Continued development: We encourage and welcome feedback from our clients to ensure we continue to deliver the highest levels of customer service. We listen to the needs of our customers and use any feedback to inform the future decisions of our business.

Section iconCompany Overview

Headquarters
Reading Bridge House, George St Reading, Berkshire RG1 8LS GB
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $100M$1B

    Ascot Lloyd's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Ascot Lloyd's revenue is in the range of $100M$1B

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