Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands Combined Authority

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Solihull helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

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

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

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

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.

"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."

Please feel free to get in touch. We will discuss your current Pensions and/or investments and see what your priorities are and how I can help. You will not pay for an initial meeting and payments will only be taken from your plans if you agree to proceed

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.