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 has over 30 years’ experience of working in financial services and is an independent financial adviser based in Tunbridge Wells, Kent.Read more
Based in Norfolk, Lewis Jones has over 20 years’ experience in financial services specialising in investment planning and tax efficiency.Read more
Based in Bromsgrove, Matthew has 16 years’ experience in the financial services industry, 8 of those as an Independent Financial Adviser.Read more
Darren has over 30 years of experience working in financial services and is an independent financial adviser Based in Staffordshire.Read more
Mark is approaching 30 years of working in the financial services industry and is an independent financial adviser Based in Derbyshire.Read more
Based in the West Midlands, Ree has been advising her clients for over 20 years, specialising in pension and retirement planning.Read more
David has over 15 years’ experience of working in financial services and is an independent financial adviser based in Norwich.Read more
Helping with life's big moments
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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We're a rapidly growing vibrant company that cares for our people as well as our clients.
- 22,000core clients
- £10 billionfunds under management