Find an Independent or Restricted Financial Adviser

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.

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

Providing clients look with a reliable source of financial information, they can trust year in year out since 1993.

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.

Adviser with over 25 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.

Cleeve Financial Planning provides financial advice for those seeking retirement planning & investment advice. We empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values.

Independent, FCA-regulated financial planning specialising in pre and post-retirement advice, investment growth, protection, and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

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.

Our focus is making sure that you understand our recommendations and work closely with you to achieve your goals and objectives, so that you have complete peace of mind with regards to your finances.