Top 10 Independent (IFAs) & Restricted Financial Advisers in Docking

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

Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.

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 people aged 50+ make confident decisions about retirement, pensions and investments. If you are approaching retirement, already retired, or want to make better decisions about your pensions and investments, I can help.

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

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

With a wealth of experience in face to face advice, my focus is on building long term working relationships with my clients based on trust and delivering on my promises. I enjoy enabling people to understand their own financial needs and objectives.

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

We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.

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.