Ascot Lloyd (formerly known as Investment Solutions) - Worthing

Ascot Lloyd: Un servicio de consultoría financiera confiable y accesible

Ascot Lloyd, anteriormente conocido como Investment Solutions, es una empresa que se ubica en Grafton House, 26 Grafton Rd, Worthing BN11 1QT, United Kingdom, dedicada a ofrecer servicios de consultoría financiera de alta calidad. Con una dirección accesible para personas con discapacidad, este establecimiento es una opción atractiva para aquellos que buscan un servicio financiero confiable y personalizado.

Características y servicios

Ascot Lloyd cuenta con un equipo de profesionales experimentados y comprometidos con brindar asesoramiento financiero personalizado a sus clientes. Sus especialidades incluyen servicios de consultoría financiera y servicios de inversión, lo que los convierte en una excelente opción para aquellos que buscan orientación en sus decisiones financieras.

Ubicación y accesibilidad

La ubicación de Ascot Lloyd en Grafton House, 26 Grafton Rd, Worthing BN11 1QT, United Kingdom la hace accesible para personas con discapacidad, ya que cuenta con entrada y estacionamiento para personas con discapacidad y restaurante accesible. Esto garantiza un ambiente acogedor y cómodo para todos los clientes.

Información de contacto

Para obtener más información o para programar una cita con el equipo de Ascot Lloyd, puede llamarles al teléfono 1903214640 o visitar su sitio web (no disponible). Es importante tener en cuenta que la empresa tiene una media de opinión de 5/5, lo que indica una relación de confianza y satisfacción entre los clientes y la empresa.

Opiniones de clientes

Ascot Lloyd ha recibido 91 opiniones en Google My Business, lo que demuestra la satisfacción de sus clientes con sus servicios. Los comentarios de los clientes destacan la atanción personalizada y la asistencia rápida que reciben, lo que los convierte en una elección recomendada para aquellos que buscan un servicio financiero confiable y eficiente.

En resumen, Ascot Lloyd es una empresa de consultoría financiera con una ubicación accesible y un equipo de profesionales comprometidos con brindar asesoramiento financiero personalizado. Con una media de opinión de 5/5, es una opción atractiva para aquellos que buscan un servicio financiero confiable y accesible.

👍 Reviews of Ascot Lloyd (formerly known as Investment Solutions)

Janet J.

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

Dean H.

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.

Ade H.

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.

Neil B.

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 R.

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. M.

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 P.

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 S.

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.