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

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

After 20 years in financial services, I've seen how confusing and overwhelming pension advice can be. My approach is different: clear explanations, no jargon, and recommendations tailored to your specific circumstances.

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.

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.

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.

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

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

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

I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.

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