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.

Lewis Jones

Based in Norfolk, Lewis Jones has over 20 years’ experience in financial services specialising in investment planning and tax efficiency.

Matthew Williams

Based in Bromsgrove, Matthew has 16 years’ experience in the financial services industry, 8 of those as an Independent Financial Adviser.

Darren Mason

Darren has over 30 years of experience working in financial services and is an independent financial adviser Based in Staffordshire.

Mark Rodgers

Mark is approaching 30 years of working in the financial services industry and is an independent financial adviser Based in Derbyshire.

Ree Josh

Based in the West Midlands, Ree has been advising her clients for over 20 years, specialising in pension and retirement planning.

David Browne

David has over 15 years’ experience of working in financial services and is an independent financial adviser based in Norwich.

Helping with life's big moments

Your career

Your careerWhether you have disjointed pension pots, desire to take a career break or want to slow down, planning ahead can help you achieve this.

Your business

Your businessAttracting and rewarding employees, making investment decisions and putting in place the right protection are all important factors for business success.

Your lifestyle

Your lifestyleHow you live your life reflects what’s important to you and a stable financial plan can help you maintain your lifestyle as you progress along your journey.

Your property

Your propertyYour home will inevitably be the biggest financial investment in your lifetime. You may need to think about how to pass it on or use it to fund your own retirement.

Your family

Your familyBeing prepared and thinking ahead will mean you can have the pleasure of providing for your family without compromising yourself at any stage of life.

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.

A first job and getting your career off the ground is the first step towards setting out a life plan with some financial goals. Just starting out

Keeping an eye on the future whilst dealing with the demands of today will reap financial rewards down the line. Early career

As your nest egg builds and life takes its twists and turns, staying on track is important as your financial plan changes. Established career

Planning to do all the things you want to and maintaining a lifestyle that will bring rewards, means your financial plan needs to stay in good shape. Planning for retirement

As your regular income stops it’s time to get things in order to make sure you enjoy your retirement and reap the rewards of your hard work. Retirement

Make the most of your later years by planning your estate and safeguard what you want to leave your family whilst making sure you have the care you need. Later life

Read about life stages

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