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.

We offer independent financial advice to individuals and business owners on pensions, investments, protection and estate planning. We also offer a Will writing service and prepare Lasting Powers of Attorney.

Am 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 very daunting but I aim to make this process clearer and uncomplicated.

It is our philosophy to build trusted and long-lasting relationships with our clients. We seek excellence in all that we do, putting your interests ahead of all other considerations.

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

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

We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.

McMillan Financial Advice collectively have 450+ years of financial industry experience. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to their most important financial issues.

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

AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.