Find an Independent or Restricted Financial Adviser

You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.

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

Whether you’re unsure where your pensions are held, worried about hidden fees, or simply want a smarter way to grow your money, I’ll guide you step-by-step. My advice is transparent, tailored, backed by award-winning technology that puts you in control

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

True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.

Over the last forty years we have worked with thousands of clients to plan and achieve their financial goals and hence their lifetime aims. If you are looking to invest, plan for your retirement or review your pension situation, contact us.

We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.