Find an Independent or Restricted Financial Adviser

Comprehensive and independent financial planning services tailored to meet the unique needs of our clients.

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

Whether you’re unsure where your pensions are held, worried about hidden fees, or simply want a smarter way to grow your money, I’ll guide you step-by-step. My advice is transparent, tailored, backed by award-winning technology that puts you in control

I offer bespoke solutions for Individual and Corporate Clients in Investments, Pensions, Savings and Protection, backed by 25 years experience of providing advice centred around your requirements.

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

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.

Robert is a Chartered Wealth Planner at Kingswood Group and a Chartered Associate of The London Foundation for Banking & Finance.

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.

We provide a free update & advice service to help you understand your plans.

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.