Find an Independent or Restricted Financial Adviser

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

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

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.

As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.

If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.

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

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

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.