Top 10 Independent (IFAs) & Restricted Financial Advisers in Merlins Bridge

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

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

We are an Independent Financial Advice firm, with our adviser holding a Level 6, Chartered Associate qualification. We provide a local service offering appointments face-to-face, by video call or over the phone, to suit you. We're here to support you.

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

Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.

Everyone looks forward to their retirement - are you prepared for yours?

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

Advising private clients and SME owners, partnering with you to design and implement a financial plan to suit your life ambitions.

Professional, friendly and approachable consultants who look at the bigger financial picture.

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