Ascot Lloyd

Whitechurch to close Pulse platform after takeover

Whitechurch Securities' online investment platform Pulse is to close following the takeover of Whitechurch by wealth manager Ascot Lloyd.
Ascot Lloyd to acquire Aberdeen Financial Planning

Aberdeen has agreed to sell Aberdeen Financial Planning to Ascot Lloyd for an undisclosed sum.
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 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
'Advice definition change fails to make it more affordable'
Paraplanner recruited by planning firm as new head of advice
Bellpenny and Ascot Lloyd merge
National IFA firm moves to cashflow modelling
Ascot Lloyd and Bellpenny ditch restricted advice
Advice firm lands veteran investment expert Bentley
Ascot Lloyd buys rival adviser firm Newell Palmer
Ascot Lloyd plots 8 more acquisitions this year
Ascot Lloyds snaps up East Anglian planner
Ascot Lloyd completes six acquisitions
Change in Private Equity owners for Ascot Lloyd
Ascot Lloyd adds Chartered Planner to lead new Academy
European PE firm buys Ascot Lloyd from US owner

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