Find an Independent or Restricted Financial Adviser

Independent Financial Planning and Investment Advice

We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.

We have over 60 years experience advising clients. Pensions, drawdown, tax and investments are my speciality. We can do appointments over Zoom if you prefer to the usual face-to-face format.

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

Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.

Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped thousands of clients achieve financial clarity and confidence for themselves, their businesses and their family.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Wealth management built around you - from one of the world's strongest banks.

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

Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan. We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.