0208 166 8476
Based in Fitzrovia
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.6 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
Last checked: 11 January 2026
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
54
Recent Client Reviews
Joe has received 54 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 54 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: 28 February 2025
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.
2
Qualifications Uploaded
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2 qualification certificates available to view
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joe has provided information on their typical fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Hi, I’m Joe Roxborough, a dedicated financial adviser with Ascot Lloyd, bringing over 15 years of experience to help clients achieve their financial goals. At Ascot Lloyd, we pride ourselves on delivering personalised, financial advice tailored to each client’s unique needs. I specialise in retirement planning, investment management, and navigating complex tax planning strategies. My approach is straightforward: I take the time to truly understand your goals, values, and concerns, so together we can create a personalised plan that gives you confidence about your financial future. I believe in making financial advice accessible and easy to understand, empowering my clients to make informed decisions every step of the way. When I’m not working, I am largely busy looking after my two young boys and occasionally hiking when time allows. I have an interest in behavioural psychology and how this applies to personal financial decisions Whether you’re looking for guidance on investments, preparing for retirement, or just starting your financial journey, I’m here to help. Let’s work together to turn your aspirations into reality ‘Capital at Risk’ ‘The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change’