Ascot Lloyd

Ascot Lloyd are one of the UK’s leading national firms of independent financial advisers. Our goal is to put in place the foundations to build strong financial futures to help our clients achieve their financial goals. To do this, our trusted and experienced advisers provide financial planning and advice for companies and individuals focused on their short, medium and long term objectives.

 

Member Benefits

  • Ascot Lloyd will offer an initial 1-hour consultation at no charge to ACOSVO members. This consultation can cover covers any personal financial planning matters members have, or corporate matters for their organisation.
  • Graeme can answer any informal queries that you may have vie e-mail.
  • Ascot Lloyd can provide training on investments, trustee responsibilities for managing assets or other matters by discussion
  • ACOSVO members are entitled to attend any Ascot Lloyd seminars

 

Helpful Resources

Ascot Lloyd Personal Financial Planning Guide

Inheritance Tax

Guide to Retirement Planning

Pension freedoms

ISA Guidance

Escaping the Pension Tax Charge

 

https://www.ascotlloyd.co.uk/

 

Graeme Dreghorn

Independent Financial Adviser

Graeme.dreghorn@ascotlloyd.co.uk

07467442375 / 0141 225 8500

 

Graeme has over 10 years’ experience in financial services. He graduated with an honours degree in psychology and started working with KPMG, before leaving accountancy to move to the banking sector. He has worked for both Abbe, RBS and Barclays Wealth. He moved to Ascot Lloyd in 2014. Graeme is Chartered Fellow with the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. 

As an IFA Graeme is able to cover all areas of financial planning. He specialises in financial planning for high net worth clients and senior leaders in both the public and private sector. This includes advice on pensions, investments, estate and inheritance planning and retirement planning.