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.

Kevin Clare
Kevin has over 30 years’ experience of working in financial services and is an independent financial adviser based in Tunbridge Wells, Kent.
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Lewis Jones
Based in Norfolk, Lewis Jones has over 20 years’ experience in financial services specialising in investment planning and tax efficiency.
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Matthew Williams
Based in Bromsgrove, Matthew has 16 years’ experience in the financial services industry, 8 of those as an Independent Financial Adviser.
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Darren Mason
Darren has over 30 years of experience working in financial services and is an independent financial adviser Based in Staffordshire.
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Mark Rodgers
Mark is approaching 30 years of working in the financial services industry and is an independent financial adviser Based in Derbyshire.
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Ree Josh
Based in the West Midlands, Ree has been advising her clients for over 20 years, specialising in pension and retirement planning.
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David Browne
David has over 15 years’ experience of working in financial services and is an independent financial adviser based in Norwich.
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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
Latest news
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How does the ‘Autumn Statement for growth’ affect you? November 2023 Latest newsStayInTouch
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Mentoring the next generation of financial advisers November 2023 Latest newsStayInTouch
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Autumn Statement 2023 - Highlights November 2023 Latest newsStayInTouch
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Investment commentary covering October November 2023 Latest newsStayInTouch
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Investment commentary covering September October 2023 Latest newsStayInTouch
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How philanthropy can help reduce your inheritance tax bill October 2023 Latest newsStayInTouch
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