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.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

Welcome to MB Wealth Planning a leading financial planning firm for clients across the country.

Eleo Capital have been providing financial advice for over 5 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.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

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

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.

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

We know there is more to life than money, but it’s a very good place to start. That’s because with our team’s bespoke financial planning, you can start unlocking the life you want. We look, we listen and we take things personally.

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