Find an Independent or Restricted Financial Adviser

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

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

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.

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.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."