Top 10 Independent (IFAs) & Restricted Financial Advisers in Sale

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.

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

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

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

I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

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

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

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

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