Ascot Lloyd (formerly known as Investment Solutions) - Worthing

Ascot Lloyd, previously known as Investment Solutions, is a reputable financial consultancy and investment service company located at Grafton House, 26 Grafton Rd, Worthing BN11 1QT, United Kingdom. The company can be easily reached via phone at 1903214640.

Ascot Lloyd specializes in providing financial consulting and investment services, designed to help clients make informed decisions about their financial future. The company's team of experienced professionals is dedicated to delivering personalized solutions tailored to meet each client's unique needs and goals.

One of the key features of Ascot Lloyd is its commitment to accessibility. The company's offices are equipped with a wheelchair accessible entrance, parking lot, and restroom, making it easy for clients with mobility challenges to visit and conduct business. Additionally, the company offers restroom facilities for all clients.

Ascot Lloyd has established a strong reputation in the industry, as evidenced by its 91 reviews on Google My Business. The company's average opinion rating of 5/5 speaks to its commitment to excellence and its ability to deliver results for its clients.

When researching financial consultancy and investment service companies, it's important to consider several key factors. These include the company's experience, expertise, and track record of success. Ascot Lloyd excels in all of these areas, with a proven track record of delivering personalized solutions that help clients achieve their financial goals.

If you're looking for a financial consultancy and investment service company that you can trust, Ascot Lloyd is an excellent choice. The company's experienced team of professionals, commitment to accessibility, and strong reputation make it an ideal partner for anyone looking to make informed decisions about their financial future.

Reviews of Ascot Lloyd (formerly known as Investment Solutions)

Janet Jackson

5/5

We were introduced to Investment Solutions by our own financial advisor who was retiring.
We were very impressed with the courteous reception we received from Ivan and his team and subsequently the very prompt action taken on the handover and the advice given on our investments and future requirements.
Stuart & Jan Jackson

Ade Hyzler

5/5

Ivan was happy to review my financial situation and provide a detailed report about my current financial status. He was incredibly responsive to the follow up questions that I had and, though the service was not in the end the right solution for me, Ivan resolved all my queries in a fair and very helpful manner. I would whole-heartedly recommend Ivan and his team to anyone looking to move forward with planning their future finances.

Dean Haysom

5/5

As Mortgage Advisers we do not deal with Pensions and Investments so need a reliable referral opportunity. It is important when sending our clients for advice elsewhere that we are completely confident of the quality of the service and as Investment Solutions are Chartered Independent Financial Advisers we are more than happy to do so. A friendly and helpful bunch they are too! Highly recommended by us all at Compass Mortgages.

Neil Beer

5/5

We have used Investment Solutions’ advice since 2015, and the firm now manages a considerable sum of money for us. David Connor has always been careful to understand our needs and preferences, and has provided excellent investment advice to match these. He has explained options well and ensured that we are comfortable with his proposals before proceeding. The team at Investment Solutions who have administered our investments have been efficient and friendly. We feel happy that the company takes good care of our money - and the investments they recommended have continued to perform well, even in some recent volatile conditions.

Paul Ranson

5/5

The award winning team at Investment Solutions have helped us transform our under performing savings into ones growing well above the high street rates. Taking independent financial advise was the best thing we've ever done. Thank you Ivan.
Edited 26.10.21- By way of an update. Our investments continue to show strong growth despite the upheavals caused by the pandemic. Many thanks to the team at IS.

S. McCall

5/5

I've been with Investment Solutions for some years now and have been extremely happy with their service. Top of the list is the returns on my investment which has been consistently good. Particularly over the last Covid year which has been very volatile but despite the plunging lows the year ended in a very healthy position. I can only thank Ivan for achieving this in a very personable, patient and friendly manner. Long may it continue! .

Jenny Powell

5/5

David Connor has managed my investment needs for nearly 20 years. Over this time I have found him to be exceptional. He is very easy to deal with. He is always willing to explain everything in detail, taking time to run through things several times, so that I fully understand options and decisions. He is extremely knowledgeable and courteous. Most importantly, I have seen the benefits of his guidance, with my investments seeing significant returns. I can not speak highly enough about David and would recommend him to anyone.

Christrose Sumner

5/5

Updating review. Recently asked for financial advice needing £40K cash realisation. Received thorough written analysis of options reflecting my current situation. Easy to follow, digest and progress. Ivan and the team are always superb to deal with. GREAT financial advice! Older review: My investments over 20 years have been totally satisfying, thanks to sound steer from Keith, Ivan and the team.