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  • Ascot Lloyd acquires £254m AUA adviser

    Financial Planning firm Ascot Lloyd has acquired Scottish adviser Create and Prosper Financial Services for an undisclosed amount.
  • IFG website

    IFG Group sells three firms in potential £9m deal

  • Companies combine to create new Financial Planning firm

  • Financial Planning firm hires ex-CEO of Cofunds

  • New high-net-worth service created by Financial Planners

  • Treasury building

    'Advice definition change fails to make it more affordable'

  • Ascot Lloyd's Ian Balgarnie

    Paraplanner recruited by planning firm as new head of advice

  • Nigel Stockton, Bellpenny’s chief executive

    Bellpenny and Ascot Lloyd merge

  • Ascot Lloyd website

    National IFA firm moves to cashflow modelling

  • Ascot Lloyd CEO Nigel Stockton

    Ascot Lloyd and Bellpenny ditch restricted advice

  • Graham Bentley

    Advice firm lands veteran investment expert Bentley

  • Ascot Lloyd website

    Ascot Lloyd buys rival adviser firm Newell Palmer

  • Nigel Stockton

    Ascot Lloyd plots 8 more acquisitions this year

  • Nigel Stockton of Ascot Lloyd

    Ascot Lloyds snaps up East Anglian planner

  • Nigel Stockton, CEO of Ascot Lloyd

    Ascot Lloyd completes six acquisitions

  • Nigel Stockton, CEO of Ascot Lloyd

    Change in Private Equity owners for Ascot Lloyd

  • Duncan Gregory

    Ascot Lloyd adds Chartered Planner to lead new Academy

  • Ascot Lloyd CEO Nigel Stockton

    European PE firm buys Ascot Lloyd from US owner

  • FSCS website

    FSCS withdraws default of IFG Financial Services Ltd

  • Nigel Stockton, chief executive of Ascot Lloyd

    Ascot Lloyd buys £323m AUM Swansea IFA

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