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

As a restricted holistic financial adviser, I simplify pensions, investments, protection & estate planning. Clear, jargon‑free advice tailored to your goals, so you can make confident decisions and secure the future you want.

Giving you confidence in your financial future

We’re an award-winning firm of financial planners providing quality independent advice, specialising in investments and pensions.

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

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

Independent Financial Adviser with Sandringham Financial Partners. Helping clients achieve their financial goals and establish long standing relationships built on trust and value.

Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.

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

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