Ascot Lloyd overhauls pricing to attract wider range of clients

Fee change unveiled as part of firm's rebrand

Jenna Brown
clock • 2 min read

Ascot Lloyd has overhauled its pricing structure to attract a wider range of clients and help close the "significant advice gap".

The national advisory business, which has £11bn in funds under influence, released its updated pricing structure as part of a wider rebrand instigated to broaden its client base. At present, the firm has more than 57,000 clients. It said its new brand identity put a sharper focus on what clients want from an adviser -confidence through clear advice, financial expertise and a tailored approach. It added its tiered pricing structure would ensure fee transparency and make its advice more accessible. The pricing structure is based on total funds under management (FUM), with an ongoing ...

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