Find an Independent or Restricted Financial Adviser

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

Giving consistent positive and successful financial guidance to suit your needs for over 50 years

If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.

Proud, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.

I have been in the finance sector for over 15 years. I have managed people of all ages and all walks of life.

Run by Fabio Dias, Programme Director of the MSc in FinTech at the University of Surrey. Our mission is to give you the best financial advice, with the help of technology, but with a human touch. We are fast to respond to your queries!

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

Meta Advisors Limited has been providing financial advice for over 12 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

"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."

James is an Independent Financial Adviser based in North-West England. James provides tailored, intergenerational financial planning to help achieve long-term goals and objectives. James has genuine access to the whole of the market.