Find an Independent or Restricted Financial Adviser

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

Helping you plan for a secure future while enjoying life today. Professional advice on pensions, investments, protection and legacy planning, focused on clarity, confidence and financial wellbeing.

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.

We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

"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 contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat

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

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

OneWealth Ltd have been providing financial advice for over 5 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.