Find an Independent or Restricted Financial Adviser

Local company offering face to face contact, without any sales jargon.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face 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.

"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."

River Birch Newman is not just an advisory firm, we’re your trusted partners on your financial journey.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

"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."

As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.

I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.

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.