Ascot Lloyd & Planit+
 
Information Update 
 
 
 

Information Update

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January 2011 e-newsletter


We wish you all a Happy, Healthy and Prosperous New Year.

As promised, we have put together a new issue incorporating a diverse range of articles including;

Is your retirement clock ticking?

Steps you can take to catch up on a shortfall

Make time to review your personal tax position

Essential planning to beat the 5 April 2011 deadline

Cost of care: affordability gap widens

Why an increasing number of older people are giving away their wealth

To get your copy, click here

We've also produced a smaller 'lite' version, click here for your copy

On top of this, we've also put together a range of guides covering the areas in which we receive most queries and we hope you find these interesting. They can be downloaded by clicking on the title below

A Guide to Business Protection
A Guide to Retirement Planning
A Guide to Income Drawdown
A Guide to Protection Planning
A Guide to the Spending Review

We'll be producing a new e-newsletter in a couple of months and we'll email you when it's ready to download.

Contact Us


Call or email using the links below.

Rickmansworth Wokingham
Phone: 01923 725800
Web: www.planitplus.co.uk
 Phone: 0845 3455111
Web: www.ascotlloyd.co.uk
Sharon Cater John Bargent
Pat O'Hara Glenn Barrett
Paul Munday Leonie Coveney
David Waddington Richard Dunbabin
John Ryan Andrew Findlay
Simon McGechie Roger Graham
Paul Adams Paul Francis
  John Inglese
  John Kavanagh
  Geoffrey Markham
  Allan Perry
  Martin Purnell
  Chris Slatter
  Keith Turner
  Mark Wilson
Planit+ is a trading name of Ascot Lloyd Financial Services Ltd which is a wholly owned subsidiary of Planitplus Holdings Ltd. Ascot Lloyd Financial Services Ltd is registered in England number 02671680. Ascot Lloyd Financial Services Ltd is authorised and regulated by the Financial Services Authority under number 150620.
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