Ascot Lloyd Financial Planning Limited

Reference number: 144519

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    0345 475 7500

  • Address

    Ascot Lloyd, 45 Church Street, Birmingham, B3 2RT, United Kingdom

In the full report: 2 background checks

  • What kind of line 0345 475 7500 is, and the 2 other firms that give it
  • Who else gives the postcode B3 2RT
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Other names (13)

If you were contacted under any of these names, it is this firm.

  • 1825 Financial Planning And Advice Limited Former name
  • abrdn Financial Planning And Advice Limited Former name
  • Pearson Jones & Company Limited Former name
  • Pearson Jones Limited Former name
  • Pearson Jones Plc Former name
  • 1825 Former trading name
  • Aberdeen Former trading name
  • Aberdeen Financial Planning Former trading name
  • abrdn Former trading name
  • North East Trustees Former trading name
  • Pace Financial Solutions Former trading name
  • Pace Mortgage Solutions Former trading name
  • Parnell Fisher Child Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
01447544
Company status
Active
Company type
Private limited company
Incorporated
7 September 1979 (47 years old)
Registered office
45 Church Street, Birmingham, B3 2RT, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Francis Joseph Jackson Director Nov 1964 30 Jan 2026 25 other companies
Felice Rea Director Jan 1965 30 Jan 2026 24 other companies
Simon Pietro Vella Director May 1974 30 Jan 2026 3 other companies
Benjamin Peter Waterhouse Director Jul 1975 30 Jan 2026 3 other companies
Christiaan Thomas Allen Director Dec 1977 27 Apr 2026 6 other companies

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
34
closed down
13
are FCA-registered
4

In the full report: all 34 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register
  • The 16 companies these 5 directors run together
  • All 46 people who have ever been directors, with their dates
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Key dates in its history

Ascot Lloyd Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (17) All events (120)

2026

2 February 2026

  • Changed its registered name from "abrdn Financial Planning And Advice Limited"

FCA register

30 January 2026

  • Board replaced: all 3 directors left and 5 new directors took over
  • Interactive Investor Limited gave up control

Companies House

2024

1 January 2024

  • Abrdn Financial Planning Limited gave up control
  • Interactive Investor Limited took control (75–100% of shares)

Companies House

2021

27 August 2021

  • Changed its registered name from "1825 Financial Planning And Advice Limited"

FCA register

2019

26 February 2019

  • Changed its registered name from "Pearson Jones Limited"

FCA register

5 February 2019

  • Changed its registered name from "Pearson Jones Plc"

FCA register

2016

14 December 2016

  • Abrdn Financial Planning Limited took control (75–100% of shares)
  • Standard Life PLC gave up control

Companies House

6 April 2016

  • Standard Life PLC took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1999

2 March 1999

  • Changed its registered name from "Pearson Jones & Company Limited"

FCA register

1994

28 November 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1979

7 September 1979

  • Incorporated at Companies House

Companies House

In the full report: all 120 events

  • All 120 events in its history (17 shown here)
  • Every director appointment and resignation: 83
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Firms connected to Ascot Lloyd Financial Planning

Other FCA-listed firms that share a director, phone number or address with Ascot Lloyd Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
6
share a director
3
share its phone number
2

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (3), the same phone number (2), the same postcode (5)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Ascot Lloyd Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Birmingham

Standard Life Financial Advice Services LimitedBirminghamAuthorisedWesleyan Financial Services LimitedBirminghamAuthorisedAdler Financial Planning LimitedBirminghamAuthorisedAllsopp Financial Management LimitedBirminghamAuthorisedAnthony Darren ThursfieldBirminghamAuthorisedAscot Lloyd LimitedBirminghamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Ascot Lloyd Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 34 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 120 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Ascot Lloyd Financial Planning Limited FCA authorised?
Yes, Ascot Lloyd Financial Planning Limited (FRN 144519) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Ascot Lloyd Financial Planning’s phone number?
The FCA register lists the phone number 0345 475 7500 for Ascot Lloyd Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Ascot Lloyd Financial Planning a scam or clone?
Ascot Lloyd Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Ascot Lloyd Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Ascot Lloyd Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Ascot Lloyd Financial Planning?
Companies House lists no one with significant control of Ascot Lloyd Financial Planning now. Before that, it was controlled by Interactive Investor Limited, Standard Life PLC and Abrdn Financial Planning Limited.
Who runs Ascot Lloyd Financial Planning?
Companies House lists 5 directors of Ascot Lloyd Financial Planning: Francis Joseph Jackson, Felice Rea, Simon Pietro Vella, Benjamin Peter Waterhouse and Christiaan Thomas Allen.
How long has Ascot Lloyd Financial Planning been in business?
The company was formed on 7 September 1979, and has held its current FCA authorisation since December 2001.
Does Ascot Lloyd Financial Planning use any other names?
It has previously used 13 other names, including 1825 Financial Planning And Advice Limited, abrdn Financial Planning And Advice Limited and Pearson Jones & Company Limited.

Sources and links

The full report on Ascot Lloyd Financial Planning Limited

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