Find an Independent or Restricted Financial Adviser

We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.

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

Everyone looks forward to their retirement - are you prepared for yours?

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

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

Donna Smyth - I have 26 years industry experience including 23 years as an adviser.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

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

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

I strongly believe that financial planning shouldn’t be complicated. I will work alongside you to build an individual financial plan and together we can work to meet your lifestyle goals and objectives whatever they may be.