Find an Independent or Restricted Financial Adviser

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

We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.

CHW Wealth Management Limited have combined over 30 years experience in financial services. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to their financial issues.

Toro Wealth Planning offers boutique, client-focused financial advice. We combine big-firm expertise with personal service, cutting through complexity to deliver clear, steadfast financial plans—all at below-industry-average cost.

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

We provide a free update & advice service to help you understand your plans.

I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.

The lifeblood of our business is our clients, if our clients are happy, we are happy. We pride ourselves on giving highly personalised wealth management and financial planning advice. Putting our client's needs at the forefront of what we do is paramount.

Friendly, expert, regulated advice over the telephone, video call or face to face.

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