Ascot Lloyd is a provider of financial advice to individuals and businesses across the UK. They have in excess of £8bn funds under management, 17+ offices and 130+ advisers. They are a force to be reckoned with. PLOTT have worked with Ascot Lloyd since they merged with Bell Penny in 2017 and we’ve watched them grow through further acquisitions. Adviser and client retention was crucial during this period.
Ascot Lloyd has large-scale expansion ambitions, and so they briefed us to revisit the Ascot Lloyd brand identity and deliver a compelling client proposition. Financial advice is in high demand, so they were looking for a nationwide brand with a personal, local feel; one that appealed to a younger, more diverse audience. Building a strong, cohesive brand was going to be key to reaching growth targets and nurturing new talent.