Find an Independent or Restricted Financial Adviser

As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.

I help people feel confident about their financial future through clear, personal advice. From investment planning & retirement strategy to protecting what matters most. My approach is thoughtful, long term and always focused on you.

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.

Giving you confidence in your financial future

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.

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

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

I have 23 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.

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

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