Ascot Lloyd - Independent Financial Advisers

Where are you now?

From starting out, through your career to retirement and later life, the choices you make shape how you achieve your goals in life.

We help you plan your finances so that you can do what you want to in life.

Just starting out

A first job and getting your career off the ground is the first step towards setting out a life plan with some financial goals.

Early career

Keeping an eye on the future whilst dealing with the demands of today will reap financial rewards down the line.

Established career

As your nest egg builds and life takes its twists and turns, staying on track is important as your financial plan changes.

Planning for retirement

Planning to do all the things you want to and maintaining a lifestyle that will bring rewards, means your financial plan needs to stay in good shape.

Retirement

As your regular income stops it’s time to get things in order to make sure you enjoy your retirement and reap the rewards of your hard work.

Later life

Make the most of your later years by planning your estate and safeguard what you want to leave your family whilst making sure you have the care you need.

Helping with life's big moments

Your career

Your careerWhether you have disjointed pension pots, desire to take a career break or want to slow down, planning ahead can help you achieve this.

Your business

Your businessAttracting and rewarding employees, making investment decisions and putting in place the right protection are all important factors for business success.

Your lifestyle

Your lifestyleHow you live your life reflects what’s important to you and a stable financial plan can help you maintain your lifestyle as you progress along your journey.

Your property

Your propertyYour home will inevitably be the biggest financial investment in your lifetime. You may need to think about how to pass it on or use it to fund your own retirement.

Your family

Your familyBeing prepared and thinking ahead will mean you can have the pleasure of providing for your family without compromising yourself at any stage of life.

Wide choice and flexibility

We've got all bases covered, our job is to help you consider all areas and put together a financial plan that helps you achieve your goals.

InvestmentsYou may not need access to your money for several decades or you may have a shorter timeframe to achieve your goals, whatever your circumstances, we can help you.Read more
PensionsWhether your retirement is still many years away, or that little bit closer, our team of experienced advisers can help you to make sense of your retirement.Read more
MortgagesTaking on a mortgage whether to buy your own home, for investment reasons, or to release equity - our experts can provide independent mortgage advice to find the best product for you.Read more
ProtectionWe cover a wide range of insurance policy options that safeguard you and make sure your loved ones are protected from all eventualities.Read more