Top 10 Independent (IFAs) & Restricted Financial Advisers in Wales

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

During my 25 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. As a Fellow of the Personal Finance Society I am committed to life long learning and providing the very best advice for my clients.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

We provide a free update & advice service to help you understand your plans.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.