Find an Independent or Restricted Financial Adviser

Giving consistent positive and successful financial guidance to suit your needs for over 50 years

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

Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.

Robert is a Chartered Wealth Planner at Kingswood Group and a Chartered Associate of The London Foundation for Banking & Finance.

Run by Fabio Dias, Programme Director of the MSc in FinTech at the University of Surrey. Our mission is to give you the best financial advice, with the help of technology, but with a human touch. We are fast to respond to your queries!

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

We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.

I pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.

"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."

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