Find an Independent or Restricted Financial Adviser

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

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.

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

Professional, trustworthy independent financial advice based in Glasgow and London.

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.

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

Our simple principle is always to only provide advice that we would be happy to implement ourselves.

I believe passionately in providing my clients with well thought out but straight forward financial advice. This is available on a face to face or video call basis.

The Specialists in Wealth Management and Pensions planning for Individuals and businesses.

Creating, managing and protecting your wealth the intelligent way