Fitzrovia Financial Services Limited ("FFS") was a joint venture between Goodman Jones LLP and Capital Professional Limited, t/a Ascot Lloyd ("Ascot Lloyd"). 

Following careful consideration, FFS was acquired by Ascot Lloyd on 30 November 2022.  

In recent years, there have been many changes within the financial services industry, and for a smaller financial planning practice such as ours, the increasing levels of regulatory change and ever-rising costs are proving a challenge.

We are extremely pleased to have partnered with Ascot Lloyd during the joint venture and we can be confident that they can continue to provide a strong framework and levels of professional care to all existing FFS clients.

Who is Ascot Lloyd?

As one of the UK’s largest independent financial advice firms, managing over £10bn of assets on behalf of clients, Ascot Lloyd has the strong governance, infrastructure, and the resource to be able to provide a first-class service to its clients. Whilst it is a UK-wide firm, Ascot Lloyd is committed to maintaining a presence within the local area.

Ascot Lloyd is one of the few independent advisory firms that operate at a national level, meaning that you can be sure that the advice you receive is unbiased, tailored to you and always in your best interest. This was an important factor in our search and the due diligence we carried out over several months.

Further information on Ascot Lloyd can be found on the company website: www.ascotlloyd.co.uk.

What happens next?

All current clients would have received a letter to confirm that their relationship has formally transferred to Ascot Lloyd.  If you have any questions or want to discuss further, please contact:

John Male
John.male@ascotlloyd.co.uk