Ascot Lloyd Overview
- Founded
-
2003
- Status
-
Private
- Employees
-
500
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
5
- Investments
-
45
Ascot Lloyd General Information
Description
Provider of independent financial services intended for both individual and corporate clients. The company engages in offering financial planning, retirement planning, private investment, inheritance tax and estate planning, personal finance and other services, thereby helping consider all areas and put together a financial plan that helps them achieve their goals.
Contact Information
Website
www.ascotlloyd.co.uk
Formerly Known As
Bellpenny
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
- Reading Bridge House
- George Street
- Reading RG1 8LS
- England, United Kingdom
+44 0345 000 0000
Ascot Lloyd Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Ascot Lloyd Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of independent financial services intended for both individual and corporate clients. The company engages in of
Other Financial Services
Reading, United Kingdom
500
As of 2022
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000 00
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00000 0000000000
Bromsgrove, United Kingdom
000
As of 0000
000.00
0000
0000-00-00
000000000000
000.00
000000
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00000 0000000000
Bristol, United Kingdom
0000
As of 0000
0.000
0000-00-00
00000000000
Add Comparison
Ascot Lloyd Competitors (4)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| AFH Financial Group | Private Equity-Backed | Bromsgrove, United Kingdom | 000 | 000.00 | 000000000000 | 000.00 |
| 0000000000 0000000 | Corporation | Bristol, United Kingdom | 0000 | 00000000000 | ||
| 00000000 00000000 | Private Equity-Backed | Aberdeen, United Kingdom | 000 | 000000000000 | ||
| 00. 00000'0 00000 | Formerly PE-Backed | Cirencester, United Kingdom | 0000 | 00000000000 |
Ascot Lloyd Executive Team (22)
Ascot Lloyd Board Members (6)
| Name | Representing | Role | Since |
|---|---|---|---|
| 0000000 000000 | Self | Chairman | 000 0000 |
Ascot Lloyd Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Ascot Lloyd Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Ascot Lloyd Investments & Acquisitions (45)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 00000 | 27-Aug-2021 | 0000000000 | Other Financial Services | 00000 000 | |
| 000000 000000 | 22-Jun-2020 | 0000000000 | Other Financial Services | 00000 000 | |
| 0000 00000000 | 31-Mar-2020 | 0000000000 | Other Financial Services | 00000 000 | |
| 00000000 0000 | 01-Jan-2020 | 0000000000 | Other Financial Services | ||
| Fitzroy Wealth Management | 01-Jan-2020 | Merger/Acquisition | Asset Management |
Ascot Lloyd Subsidiaries (6)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Fitzroy Wealth Management | Asset Management | Glasgow, United Kingdom | 2011 |
| 000000000 00000000 | Other Services (B2C Non-Financial) | London, United Kingdom | 0000 |
| 00 000000000 | Other Financial Services | Nashville, TN | 0000 |
| 0000000 0000000000 | Other Financial Services | Birmingham, United Kingdom | 0000 |
| 0000000 0000000000 | Other Financial Services | Aberdeen, United Kingdom | 0000 |