Find an Independent or Restricted Financial Adviser

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.

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

I have been working in the wealth management industry since 2009, specialising in pension and wealth planning. Cross-border planning is also a specialism. The advice I give is truly independent with no bias towards any particular investment manager.

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

An award-winning national company with access to the whole of the market. Providing independent financial advice to individuals, business owners and companies.

Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.

"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

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

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.