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

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.

Professional, trustworthy independent financial advice based in Glasgow and London.

We invest your money as if it were our own.

We provide clients with a clear vision of their financial future.

Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.

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

We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.

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.

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