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.

I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.

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.

Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Making Monies last a lifetime - and a bit longer. We offer a full range of Actuarial, pensions & investment advice including SIPPs (Self Invested Personal Pensions) and SSASs (Small Self Administered Schemes)

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.

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.

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

Chapel Wealth Management has been providing financial advice for over 25 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.