Ascot Lloyd Overview

  • Founded
  • 2003

Founded
  • Status
  • Private

  • Employees
  • 500

Employees
  • 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

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

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Ascot Lloyd Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Ascot Lloyd Comparisons

Description
Primary
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
000000000000

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

aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. E
00000 0000000000
Bristol, United Kingdom
0000 As of 0000
0.000 0000-00-00
00000000000
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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
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Ascot Lloyd Executive Team (22)

Name Title Board Seat Contact Info
Nigel Stockton Chief Executive Officer
Jessica Brescia JD Chief Risk Officer
Gordon Kerr Director, Mergers & Acquisitions
Felice Rea Finance Director
Rachel Lines Group Operations Director
You’re viewing 5 of 22 executive team members. Get the full list »

Ascot Lloyd Board Members (6)

Name Representing Role Since
0000000 000000 Self Chairman 000 0000
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Ascot Lloyd Signals

Growth Rate

0.80% Weekly
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

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Ascot Lloyd Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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
You’re viewing 5 of 45 investments and acquisitions. Get the full list »

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
You’re viewing 5 of 6 subsidiaries. Get the full list »