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

Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.

Wealth management built around you - from one of the world's strongest banks.

Wealth management built around you - from one of the world's strongest banks.

Our focus is making sure that you understand our recommendations and work closely with you to achieve your goals and objectives, so that you have complete peace of mind with regards to your finances.

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

Wealth management built around you - from one of the world's strongest banks.

Whatever your financial goals, we’re here to help you achieve them. We focus on understanding your unique aspirations and objectives, then develop solutions specific to your ever evolving needs and life circumstances to achieve your financial aims.

Wealth management built around you - from one of the world's strongest banks.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.