Find an Independent or Restricted Financial Adviser

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

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

Independent financial advice 'without bias, prejudice, influence or pressure'

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.

Making dreams a reality since 1979

At PSA we offer specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.

From our central London offices, we support a range of clients – individuals, families, and businesses – in every aspect of financial planning.

Your Future, Now. Your wealth, family, and aspirations all evolve over time. Your financial plan should too. That’s why we look beyond what you have today, creating adaptable plans designed for real life.

Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.

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.