Find an Independent or Restricted Financial Adviser

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress

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.

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

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.

Advising private clients and SME owners, partnering with you to design and implement a financial plan to suit your life ambitions.

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.

We offer truly independent financial advice for the new, experienced and even corporate client.

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

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.