Find an Independent or Restricted Financial Adviser

A Chartered Financial Planner providing clear, impartial and independent advice. Discussions can be held in person, via email or over the phone.

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

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Wealth management for today, tomorrow and generations to come. Delivering robust financial solutions to families, corporates and individuals.

GuideStone Wealth Management Independent financial advice for individuals and business owners seeking clarity and a long-term approach. I help individuals take control of their finances through clear, straightforward advice-without unnecessary complexity.

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country

Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.