Find an Independent or Restricted Financial Adviser

Quay Life Wealth Management have been providing financial advice for over four years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

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.

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

We can all imagine the future we want for ourselves and our family. As life gets busier clients often find themselves with less time to focus on their finances. As your trusted adviser I help ensure the things that are important to you are taken of.

I'm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but we aim to make this process clear and less complicated.

Pool House are dedicated to making your money work for you. We will help you make well informed decisions about your financial journey through each stage of life.

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.

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.

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