Find an Independent or Restricted Financial Adviser

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

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

"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

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country

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

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

With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

I have worked in investment management for over 30 years and since I joined SJP have very much enjoyed helping my Clients by understanding what's important to them and delivering practical solutions for the financial issues that concern them the most.

True Potential Wealth Management as at 30/09/2024 have 553,000 exiting clients with £32.4 billion invested on the True Potential Platform. We offer a free Initial consultation over the phone or zoom to ascertain if moving to the advice stage is required.