Find an Independent or Restricted Financial Adviser

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Our simple principle is always to only provide advice that we would be happy to implement ourselves.

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.

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

Refreshingly different in our approach to client service. Our interests and our clients interests are aligned for friendly, helpful advice.

Chartered Financial Planner helping professionals, business owners and those approaching retirement make informed decisions around pensions, retirement planning, investments and tax efficiency, with clear advice and a joined-up plan for the future.

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.

Everyone looks forward to their retirement - are you prepared for yours?

"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."

Friendly, expert, regulated advice over the telephone, video call or face to face.