Find an Independent or Restricted Financial Adviser

Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.

We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals. We can deal with your enquiry face to face or, in light of the current public health issues, entirely remotely by phone, email and post.

Planning for a comfortable financial future takes time and knowledge. Identifying and setting your goals is the first step to success. Having goals gives focus and direction. That's where GP Wealth can help.

We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.

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

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.

We can all imagine the future we want for ourselves and our family. As life gets busier clients often find themselves with less time to focus on their finances. As your trusted adviser I help ensure the things that are important to you are taken of.

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

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.