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

Financial Planning you can trust; today, tomorrow and for the future.

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

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

Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.

An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country

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

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

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

Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.