Spotlight on our advisers
Meet some of our highly 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 a few of them and share what our clients are saying about them on independent review and ratings platform; Vouchedfor.
Click on our advisers below to find out more about them.
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Darren Mason -
Mark Rodgers -
Ree Josh -
David Browne -
Kevin Clare -
Lewis Jones -
Matthew Williams
Darren Mason
I have been an Independent Financial Adviser since 2001, working in financial services for 32 years.
I provide expert advice for retirement planning, investment portfolio management, inheritance tax planning and all personal protection needs.
Through my professional connections, I have significant experience in providing business owners with advice solutions from business protection to profit extraction, culminating in business succession and exit planning.
My role is to provide my clients with long-term support, guidance and advice throughout their ever-changing lives. The importance of building a long-term relationship with my clients cannot be underestimated.
Here’s what clients say about Darren:
"My portfolio has remained fairly steady ,even through a period of some economic volatility, in particular 2008 and the pandemic and, thanks to Darren’s management of my funds, I have been able to sustain a reasonably comfortable standard of living from my investments. My grandchildren have also benefited from the Trust fund that was set up by Darren"
Mark Rodgers
I have been employed in the Financial Services profession for approaching 30 years. During that time, I have seen significant changes in regulation and the evolution of how professional financial planning can aid and benefit clients' financial futures for the better.
I have a wealth of experience in all aspects of financial planning, including Protection, Investments and Retirement, along with more specialist concepts such as Inheritance Tax planning and Trusts.
My primary objective is to create a deep and trusted long-term relationship with clients where ongoing service and advice can be relied on. I believe this delivers confidence that any future changes can be addressed accurately and in the best interest of my clients.
Here’s what clients say about Mark:
"Our policies were taken over by Ascot Lloyd and Mark Rodgers was allocated to our portfolio. Lucky us! He has been superb so far Mark has consulted us well, aiming to understand our situation and always making sure we understand everything before moving on or ending a meeting."
Ree Josh
I have been advising my clients for over 20 years and working in Financial services for over 30 years. I have seen many industry changes, markets boom and busts, and the need to adapt with clients as their needs evolve.
I provide help and guidance in all areas of financial planning and protection but specialise in pensions and retirement planning, being part of the AL defined benefit specialist Pension Transfer Team. This area often goes hand in hand with Estate and Inheritance Tax planning and general tax planning.
I work with individual clients, their families, and business owners to help them achieve their retirement and investment objectives for the near- and longer-term future. Good advice is essential at the outset, but regular reviews and continuity is vital to maintaining relationships and achieving the best outcomes.
Here’s what clients say about Ree:
"I have been a client of Ree's for many years. She is friendly, knowledgeable, experienced, and professional. I trust and have confidence in all her advice."
David Browne
As an independent financial adviser, I’m not tied to any provider. You can have confidence that I will act in your best interests to search the whole of the market for solutions that suit your specific needs. I particularly thrive on developing personable relationships with my clients. I invest time and effort into building up a detailed knowledge of your aims and objectives to ensure that I always focus on your financial goals.
I’m a wealth management specialist with advanced financial adviser qualifications including retirement planning & retirement income planning, investment and risk & financial protection and personal taxation.
Here’s what clients say about David:
"I wanted to review my finances and make sure I was doing everything I needed to reduce inheritance tax due on my estate. David came to my home and helped me through everything. Provided a lot of detail around my options and what would be best for me to do."
Kevin Clare
I provide expert advice for retirement planning, investment portfolio management, inheritance tax planning and protection policies.
I aim to help individuals and business owners through complex and life changing decisions, especially around planning for retirement, investing capital and inheritance tax planning.
I believe that long term financial planning is not just about initial advice, but about building an ongoing relationship that creates a flexible financial plan for the future, that will meet your changing needs.
I’m have Level 4 Diploma for Financial Advisers (DipFA) and a member of The London Institute of Banking & Finance (MLIBF)
Here’s what clients say about Kevin:
"I have a spread of pensions and wanted, where advantageous, to bring them into a single managed portfolio. Kevin provided the expertise, knowledge, and advice to enable me to make the right decisions based upon the above objectives. The service and advice Kevin provided was very good."
Lewis Jones
I am a Diploma qualified financial adviser that has worked in financial services for over 23 years. I have previously worked in the City, in banking, and for regional IFA firms. You will find that I am experienced in all matters of your financial circumstances.
I recognise some aspects of financial planning can be complex. For this reason, I like to take time with my clients to ensure they understand everything fully and are able to make informed decisions based on what’s important to them, their priorities and objectives. I work with clients to explain things clearly, making information simple to understand and not overwhelming. I take great pleasure in helping clients see the bigger picture and making the most out of what they have. Whilst I cover all aspects of financial planning from investing for the future to putting in place the right protection, my areas of specialism are tax, retirement, and estate planning.
Here’s what clients say about Lewis:
"Lewis detailed and explained my investment options to achieve my goals. Very professional, explained everything clearly and concisely. Friendly and approachable, really listened to me so quickly knew what I wanted to achieve."
Matthew Williams
I began my career in the financial services industry in 2006 working for two large banking organisations. In April 2014, I joined Newell Palmer Financial Planning as an Independent Financial Adviser and spent four and a half very successful years building my reputation. In December 2018, I moved to Ascot Lloyd as a Chartered Financial Planner as part of a business merger and I thoroughly enjoy working for the one of the fastest growing national independent advisory firms.
My qualifications include the Certificate in Mortgage Advice and Practice (CeMAP), Award in Pension Transfers (AwPETR) and the level 6 Diploma in Financial Advice (Adv DipFA). I have maintained my membership with the London Institute for Banking and Finance (LIBF) and my Statement of Professional Standing (SPS).
Here’s what clients say about Matthew:
"I was due to retire and was recommended to Matthew by a friend. Matthew looked at my pensions and advised the best way for me to proceed. Matthew was absolutely fantastic in helping me decide what to do as I had no idea where to start or what to do. He spent a lot of time on the phone to me due to the lockdowns that were in place and has made me feel really comfortable with what has been invested and where we are now."
What does a financial adviser do?
Financial advisers help people with their long-term financial planning, including investments, pensions, retirement planning and mortgages. They may also help in specialist areas like inheritance tax planning, estate planning and later life planning.
People will often go to an adviser either with a specific need or a broader goal like “I want to review all my finances and make sure I’m set up for retirement”.
Please see below for more information about how Ascot Lloyd work with you to develop a financial plan to meet your needs.
It’s all about you
At Ascot Lloyd we put you at the very centre of everything we do. Everyone is different and has their own story to tell. We believe that to provide good financial advice we must establish a trusted long-term relationship with you, recognising who you and your family are as individuals.
No one size fits all
We offer choice and flexibility on how you want to work with us, as well as peace of mind and assurance a larger firm can bring. Your Ascot Lloyd independent financial adviser will give you reliable, unbiased advice to suit you. You can arrange meetings by phone, video call or where available face to face.
Getting to know you
You need to feel comfortable and like your Ascot Lloyd adviser straight away. The first meeting is the most important stage as we get to know you. It involves a free introductory, no obligation meeting where we will get an understanding of your current situation, life goals and aspirations as well as your attitude to risk ensuring any future solutions meet your expectations.
Building your plan
Now it’s time for us to do the hard work. Your Ascot Lloyd adviser will research across the whole of the market and find the most appropriate solutions that will help you reach your financial goals. Your adviser will explain each of the solutions to you outlining the implications and choices, answering any queries you may have. This might cover how much you save for the short-term vs. investing for the long-term, or whether to invest through an ISA and/or a pension.
Once you have agreed a plan, they will then go on to hunt out the very best options for you. With your permission they will then complete the necessary administrative work to execute any recommendations.
Staying on track
The key to any sound financial plan is ensuring it performs to your expectations and reflects any changes in your financial situation. Your adviser will schedule review meetings with you, to check your financial plan still meets your objectives and reflects any changes you want to make. Of course, we’re available to talk at any time in between review meetings if you would like to.
Watch our advisers talk about the wider strength of Ascot Lloyd
We are proud to deliver award-winning financial advice
We pride ourselves on the trusted advice and quality of client service our advisers provide. However don't just take our word for it, 'VouchedFor' is an independent review and search website for professionals, where you can seek independently verified client reviews.
We have many advisers who have qualified as 'Top rated' status.
What is a top-rated adviser?
- 10 or more reviews on VouchedFor in a 12 month period
- An overall rating 4.5 / 5 or higher
- Verified adviser with Financial Conduct Authority (FCA)
These achievements are a reflection of the valued long-term client relationships our advisers have built to establish themselves as trusted professionals.
While we celebrate these successes, we are dedicated to continuously demonstrating our ongoing commitment to client advice and service excellence. This lies at the very heart of everything we do.
Book a free callback
Book your free, no obligation callback with an Ascot Lloyd Financial adviser by completing the form below.
Important Information
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
This communication/presentation is for information purposes only. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation. This communication should not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the document. Any opinions expressed in this document are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Ascot Lloyd as a result of using different assumptions and criteria.
This communication is issued by Capital Professional Limited, trading as Ascot Lloyd. Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Capital Professional Limited is registered in England and Wales (number 07584487) and is authorised and regulated by the Financial Conduct Authority (FRN: 578614).
Spotlight on our Advisers