Top 10 Independent (IFAs) & Restricted Financial Advisers in Rode

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

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.

As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

Our goal is to deliver high quality advice to both personal and commercial clients.

We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.

If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.

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

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.