Client area
Putting you in control of your retirement
on demand

This event has now passed. To watch this event please click on the link below.

Event overview

Planning for a healthy and comfortable retirement can be a daunting task. With so many options to choose from and so many areas to consider, it is a complex topic. As a result, many people do not give enough consideration to their retirement early enough or make the necessary plans to ensure they have the retirement they want and deserve.

When can I retire? Can I afford to retire? Can I retire early? How much will I need in retirement? When do I need to start planning? These are just some of the most popular questions people ask themselves as they approach retirement. But defining the answers can be very tricky.

Our latest webinar will explore these questions and help you better understand what actions you can take to get yourself prepared for retirement. Hosted by David Melloy, he will be joined by our Independent Financial Advisers, Lindsay Carter and Paul Tuson, to discuss this topic in depth and provide you with tangible hints, tips and guidance on how to approach your own retirement planning.

Want to join in?

We are running two separate 45 minute webinar events on Thursday 20th May and you can register for the one that suits you best by clicking on the relevant time slot below. We are expecting high demand and as places will be limited, we encourage you to register quickly.

Watch on demand

Speaker information
Lindsay CarterIndependent Financial Adviser - Ascot Lloyd
Lindsay CarterRead more

Areas of expertise

Lindsay's principle focus is taking a high level of care and time with clients to enable them to structure their finances in such a way that they understand and get the most out of them. One of Lindsay’s primary skills is identifying and prioritising the areas of financial planning which are important to each individual client.  Lindsay provides holistic financial advice on all areas of financial planning, from protection planning, investing for the future, tax efficient structuring of investments, retirement planning and estate planning.

Background

Lindsay has over 18 years of experience in financial services. Before joining Bellpenny, Lindsay started her career with Yorkshire Building Society in 1999 as a mortgage adviser.  In 2002, Lindsay started work at HSBC as a financial adviser before being promoted to the role of senior financial adviser with them.

Qualifications:

Lindsay is a Diploma qualified Financial Adviser, a member of the Chartered Insurance Institute (CII), and a member of the Chartered Institute for Securities & Investment (CISI).

Location: Huddersfield

LinkedIn url: https://www.linkedin.com/in/lindsay-carter-dip-pfs-8424235a

Telephone: 0746 744 2385

David MelloyBusiness Development Manager - Ascot Lloyd
David MelloyRead more

David brings over 25 years of experience within financial services to the Ascot Lloyd, across business development, financial advice and portfolio management. David was previously Business Development Director at Close Brothers Asset Management, with responsibilities spanning 16 different businesses within the Group, promoting the value of financial planning and integrated investment advice to high net worth clients.

Prior to this, David was Head of Financial Planning at W H Ireland, where he successfully built out and enhanced the financial planning offering following the Retail Distribution Review. He spent almost a decade of his earlier career at Lloyd’s Banking Group, latterly within the private banking division where he provided independent financial advice and managed portfolios for wealthy clients.

Paul TusonIndependent Financial Adviser - Ascot Lloyd
Paul TusonRead more

Background

Paul began his career in financial services after leaving school, and has a total of 27 years’ experience. Paul’s main focus is on high net worth and affluent individuals along with corporate clients.

Paul thrives on developing personable relationships with clients and ensures that he focuses on their needs in the areas of Retirement planning, Investments and Inheritance Tax mitigation.

Paul appreciates the value of investing considerable time and effort into his client relationships, in order to build up a detailed knowledge of their aims and objectives.  This is maintained through a commitment to regular reviews, highlighting any areas for improvement, and working with his clients when and if their circumstances change. 

Area of expertise

As wealth management specialist, Paul is particularly skilled in the areas of portfolio management and investment planning. He has numerous specialist, and advanced qualifications, including Investment Principles and Risk, Pensions and Retirement Planning, and Financial Services Regulation and Ethics.

Paul has a long track – record of working with, and alongside other professionals, including accountants and solicitors. By taking this approach, he finds clients get the most comprehensive management of their financial affairs, including personal tax and future plans for their wealth.

Location: Birmingham

LinkedIn url: https://www.linkedin.com/in/paul-tuson-6baa7a24/

Telephone: 07467 442422

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication/presentation is for information purposes only. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation. This communication should not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the document. Any opinions expressed in this document are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Ascot Lloyd as a result of using different assumptions and criteria.

The information is based on the Company’s understanding of current UK tax legislation and HM Revenue and Customs (“HMRC”). Levels and bases of taxation and reliefs are subject to change and their value to you will depend on your personal circumstances.

This communication is issued by Capital Professional Limited, trading as Ascot Lloyd. Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Capital Professional Limited is registered in England and Wales (number 07584487) and is authorised and regulated by the Financial Conduct Authority (FRN: 578614).