Welcome
Meet some of our client top-rated Independent Financial Advisers
At Ascot Lloyd we have over 130 financial advisers, providing highly trusted and knowledgeable financial advice to our valued clients across the UK. Here, we introduce you to a few of them and share what our clients are saying about them on independent review and ratings platform, Vouchedfor.

Scott Moody
Scott has over 20 years’ experience of working in financial services and is one of our independent financial advisers based in Southampton.
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Caroline Castle
Based in Wolverhampton, Caroline Castle F.P.F.S. and a Chartered Financial Planner, has over 40 years’ experience in financial services specialising in Employee Benefits.
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Mathew Lamping
Mathew has more than 16 years’ experience of working in financial services and is one of our independent financial advisers for North England.
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William Diggins
William has over 5 years’ experience of working in financial services and is one of our Independent Financial Advisers for southern England.
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Scott Moody
Scott has over 20 years’ experience of working in financial services and is one of our independent financial advisers based in Southampton.
Read more
Caroline Castle
Based in Wolverhampton, Caroline Castle F.P.F.S. and a Chartered Financial Planner, has over 40 years’ experience in financial services specialising in Employee Benefits.
Read more
Mathew Lamping
Mathew has more than 16 years’ experience of working in financial services and is one of our independent financial advisers for North England.
Read more
William Diggins
William has over 5 years’ experience of working in financial services and is one of our Independent Financial Advisers for southern England.
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Where are you now?
From starting out, through your career to retirement and later life, the choices you make shape how you achieve your goals in life.
We help you plan your finances so that you can do what you want to in life.
How to access our independent financial advice
Advice at home
Arrange to see an independent financial adviser at home, work or your local Ascot Lloyd office.

Advice over the phone
Receive independent financial advice over the telephone or video call when convenient.
Wide choice and flexibility
We've got all bases covered, our job is to help you consider all areas and put together a financial plan that helps you achieve your goals.
- InvestmentsYou may not need access to your money for several decades or you may have a shorter timeframe to achieve your goals, whatever your circumstances, we can help you.Read more
- PensionsWhether your retirement is still many years away, or that little bit closer, our team of experienced advisers can help you to make sense of your retirement.Read more
- MortgagesTaking on a mortgage whether to buy your own home, for investment reasons, or to release equity - our experts can provide independent mortgage advice to find the best product for you.Read more
- ProtectionWe cover a wide range of insurance policy options that safeguard you and make sure your loved ones are protected from all eventualities.Read more
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