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10th March 2022

Mental and physical wellbeing has been increasingly topical for many years, but more recently the Coronavirus pandemic has highlighted how important it is that both remain healthy.

At Ascot Lloyd, we take great care when advising our clients and the outcomes we propose help them to live the comfortable lives that they desire.

Often our clients find that keeping a healthy balance between their wellbeing and lifestyle as they transition into retirement is not an easy task.

Planning for the next phase of your life with the help of a financial adviser can help alleviate much of the stress and anxiety that some might experience without the available expertise.

In this on demand webinar, ‘Looking after your wellbeing as you transition into retirement’, our experts explore some of the most important aspects to consider in the retirement planning process:

  • Advanced planning
  • Flexible options as you transition
  • Succession planning for individuals and business ownership
  • Charity opportunities for people to apply skills they’ve built up in the business life

We hope you find the video informative and useful.

If you or your loved ones require any financial planning support, please do not hesitate to contact us using the callback form below or phone number at the top of this page.

Request a call back 


Our Financial Advisers are available on the phone so please contact us if you have any questions.

Important Information

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.

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).