Investments

Investments

However large or small your portfolio, we'll ensure it's right for you

Our investment approach is a reflection of your relationship with Ascot Lloyd. It is based on your plans, your attitude to risk and your personal circumstances.

Because we are independent we can, and do, use the whole of the market to put your bespoke investment solution together.

Pensions

The most valuable thing you'll ever own?

Even if you are not planning on retiring anytime soon, as your pension may be one of the most valuable things you will ever own it’s worth paying attention to now.

We can review your current plans and ensure your existing pensions are in the best possible shape. If you don’t yet have one, let us help you secure your future by starting you off right.

Financial planning

Financial planning

Comprehensive, bespoke guidance you can trust

Effective financial planning will protect you now, and in the future, and prepare you for whatever lies ahead. We take time to thoroughly understand your short, medium and long term goals and will develop a financial plan to help you to achieve these.

LATEST GUIDE

2016/2017 year end tax planning

2016/2017 year end tax planning

LOCAL PEOPLE | GLOBAL KNOWLEDGE

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We’ve always worked on building genuine relationships with clients. We take the time to get to know you and pride ourselves on being able meet face to face whenever possible.

A real person, not a faceless call centre worker

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> Scheme Member

> PFP Wealth Management