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

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.

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

Khalid is a CFA Charterholder and financial adviser with over a decade of experience across leading investment firms, including Morgan Stanley, Aberdeen Group, Royal London, and specialist managers in the tax-efficient investment space.

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

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

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

As Independent Financial Advisers, we have no links or ties to any one provider and can access the very best products from across the whole of the market. This means we can choose the financial products best suited to you without restrictions.

We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

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