Ascot Lloyd - Independent Financial Advisers serving Romsey and Hampshire.

When they said they had achieved double figures I assumed they meant profit, not loss! How wrong I was. I have now changed my advisor.
Jan 15th, 2020

We found Alex very knowledgeable and helpful in recent visits with great advice on maximising our pension contributions and income.
Dec 24th, 2018

A top team of professionals
Aug 30th, 2017

Alex and the team have always provided an excellent service to me, and have always delivered above my expectations!
Jun 5th, 2017

We have used Chris Moseley at Calculis to sort out my 9 frozen pensions and consolidate them into one managed fund, he and his team arranged all the transfers for us with no problems. We now have one managed fund which despite the poor interest rates is performing well. We have regular updates from Chris advising on switching funds after Brexit. We are now much happier with the funds being in one place and we can check how they are performing on a daily basis if we need to. After 6 months we received an update on our portfolio in book form explaining everything in an easy to understand format. Calculis is a very professionally run company and we would have no hesitation in recommending them to any of our friends or family. David & Tracy Bulpett, Chandlers Ford.
Feb 25th, 2017