Find an Independent or Restricted Financial Adviser

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

As a restricted holistic financial adviser, I simplify pensions, investments, protection & estate planning. Clear, jargon‑free advice tailored to your goals, so you can make confident decisions and secure the future you want.

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

Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.

Giving you confidence in your financial future

More than 25 years experience helping people achieve their financial goals, with a focus on pensions and investments.

Independent financial advice focused on pensions, retirement planning and investments. I help clients understand their options clearly and build a plan for long-term financial security.

Charles Bailey has been providing financial advice for over 11 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.

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

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.