Ascot Lloyd
Financial planning | 2 Feb 26
Ascot Lloyd completes acquisition of Aberdeen Financial Planning
Over 60 advisers have joined the firm taking total adviser headcount to 208
Investment | 26 Aug 25
Marlborough appointed investment manager of Whitechurch Securities’ third party DFM service
It follows Ascot Lloyd’s acquisition of Whitechurch last year
Ascot Lloyd acquires Aberdeen Financial Planning
Around 60 advisers are expected to join the business from Aberdeen Financial Planning
People Moves | 3 Dec 24
Nordic Capital supported Ascot Lloyd hires non-executive director
A lawyer by background, Mary O’Connor’s most recent leadership role was at Howden Broking Group
People Moves | 30 Aug 24
UK adviser firm Ascot Lloyd names ex-RBC Investor Services’ Francis Jackson as CEO
Jackson takes over from Nigel Stockton, who has led the business since 2015