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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.

icon lbm intro Helping with life's big moments

Your careericon lbm 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 businessicon lbm 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 lifestyleicon lbm 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 propertyicon lbm 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 familyicon lbm 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

How to access our independent financial advice

Advice at home

Arrange to see an independent financial adviser at home, work or your local Ascot Lloyd office.

How to access our independent financial advice

Advice over the phone

Receive independent financial advice over the telephone or video call when convenient.

Request a callback

See how we helped Rob and Cath achieve contentment.

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