Find an Independent or Restricted Financial Adviser

I see my primary role as someone to support you through your financial journey and being that person you can rely on to help achieve your short, medium and long-term goals for both yourself and your family. I specialise in pensions, investments and tax.

At Jones & Co Independent Financial Advice, we're not just about numbers; we're about your life. As award-winning Lifestyle Financial Planners and retirement specialists , we help clients retire smarter, live better and enjoy what matters most.

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

Award winning chartered financial planning firm giving quality independent advice

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

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

⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ Award-winning Independent Financial Adviser offering 5-Star rated personalised advice on investments, pensions, mortgages, protection, financial planning & estate planning for professionals.

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

Marcus Platt & Tim Edwards are based on the High Street in Mold, North Wales. We simplify pensions and investments, build clear retirement plans, and could help with inheritance tax planning. Book a no-cost, no-obligation call.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.