Find an Independent or Restricted Financial Adviser

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

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

We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.

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

Run by Fabio Dias, Programme Director of the MSc in FinTech at the University of Surrey. Our mission is to give you the best financial advice, with the help of technology, but with a human touch. We are fast to respond to your queries!

I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

"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

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.

We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.