Ascot Lloyd Tech Stack

UK financial advice firm offering investment, retirement, and tax planning

Financial Services Birmingham, England 501–1,000 employees Founded 2003 Privately Held

Ascot Lloyd is a UK-based financial advice firm operating across investment management, retirement planning, tax efficiency, and estate planning. The tech stack is almost entirely Microsoft (Azure, Microsoft 365, Defender suite, Intune) with Intelliflo Office as the core advisory platform—typical for wealth-management firms, but the pain-point list reveals active infrastructure work: automation of reporting, digitization of compliance records, and HRIS maintenance feature prominently. Hiring is operations-heavy (15 ops roles) and leadership has explicit focus on IT capability (Head of IT recently posted), suggesting the firm is tackling backend modernization and acquisition integration in parallel.

Tech Stack 15 technologies

Core StackIntune Azure Microsoft Defender for Endpoint Microsoft Defender for Office 365 Microsoft Defender for Identity Microsoft Defender for Cloud Azure Sentinel Microsoft 365 Word Outlook PowerPoint Excel Athena Intelliflo Office Microsoft Office

What Ascot Lloyd Is Building

◆Challenges

Automation and digitisation of reporting and processes
Future-skills transformation
Operational resilience
Cost control
Acquisition integration
Digitising reporting processes
Acquisition onboarding support
Integration of new business following acquisitions
Maintaining accurate and compliant records
Hris system maintenance

▲Active Projects

Intelliflo office platform integration
Enterprise‑wide learning programmes
Integration of new business following acquisitions
Incident identification and resolution
Induction programmes for new joiners
Training materials for product launches
Hris system maintenance
Annual employee lifecycle processes
Onboarding programmes
Investment committee reporting

Hiring Activity

Steady40 roles · 15 in 30d

Department

Ops

Finance

Support

Compliance

Engineering

Financial

Legal

Seniority

Mid

Senior

Manager

Director

Junior

Lead

Notable leadership hires: Head of IT, IT Head

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About Ascot Lloyd

Ascot Lloyd provides personalized financial advice to individuals, families, and businesses across the UK from its Birmingham headquarters. The firm's service portfolio spans investment management, retirement and pension planning, tax efficiency strategies, estate planning, and employee benefits. Operating at 501–1,000 employees, Ascot Lloyd has been building this practice since 2003 and continues to expand through acquisitions—integration of new business entities appears in both the active project and pain-point lists, indicating ongoing M&A activity. Advice is positioned around clarity and transparency in complex financial planning.

HeadquartersBirmingham, England

Company Size501–1,000 employees

Founded2003

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What tech stack does Ascot Lloyd use?

Ascot Lloyd runs primarily on Microsoft infrastructure: Azure cloud, Microsoft 365 (Word, Outlook, PowerPoint, Excel), Intune for device management, and Microsoft Defender for security (Endpoint, Office 365, Identity, Cloud, and Sentinel). Intelliflo Office serves as the core financial advisory platform.

What is Ascot Lloyd working on?

Active projects include Intelliflo Office platform integration, enterprise-wide learning programmes, acquisition integration and onboarding, HRIS system maintenance, incident identification processes, and automation of reporting and compliance workflows.