0330 038 8940
Based in Liss
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gavin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gavin's status
Last checked: 09 April 2025
Gavin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gavin's status
51
Recent Client Reviews
Gavin has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gavin has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gavin has provided information on their typical fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gavin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gavin's status
Last checked: 09 April 2025
Gavin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gavin's status
51
Recent Client Reviews
Gavin has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gavin has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gavin has provided information on their typical fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I work for Ascot Lloyd which is a dynamic and progressive company, we focus on the importance of financial planning, not just financial advice. Ensuring you are confident in the advice we provide is essential and we never take for granted the privileged position this puts us in. As a rapidly growing national firm we have the technology and an extensive support system behind us allowing us to source best in class products and services for our clients. I have been working in Financial Services for over 25 years with the last 9 years having been with Ascot Lloyd. I am a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI)and hold the level 6 Private Client Investment Advice and Management (PCIAM) certificate. I help clients in all areas of financial advice with a keen interest in cash flow modelling, retirement planning and inheritance tax planning. Away from the office I can usually be found watching my three children play rugby, football or cricket. I also enjoy golf and travel.
Offers available through VouchedFor
Contact Gavin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gavin's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.