Top 10 Independent (IFAs) & Restricted Financial Advisers in Greater London

Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.

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

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

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.

I have been providing financial advice for over 10 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.

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.

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.

I help individuals and families organise their finances, manage investments and plan for the future with confidence. Combining investment expertise with clear financial planning, I provide straightforward, independent advice focused on long-term security.

Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.

Our firm was created to give professionals and their families the foundations to invest and have financial peace of mind.