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Truly Independent Advisers. I personally specialise in Investments and Pensions and I believe I go the extra mile for my clients as I would do for my friends and family, so you will feel safe that you are receiving a personal yet professional service.

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 one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

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.

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

We have over 35 years experience in providing advice on a range of financial matters, including pension, investment, tax planning and protection. Our clients are our number one priority and we are committed to providing a first class service.

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.

We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.