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

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Trusted, award-winning Chartered and Accredited financial planners helping clients across the UK make confident, informed decisions. We offer clear, personalised advice on pensions, investments and retirement to help you achieve your financial potential.

Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

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

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Giving you confidence in your financial future

We're an Independent Financial Adviser, working with private individuals and corporate clients.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.