How having a financial plan has taken the worries off my shoulders

In this video we spoke to Michael who is a long-standing client of ours and is advised by Independent Financial Adviser, Rob Keogh.

Michael praises the professionalism which Rob showed while handling his pension fund. He goes on to say how the financial planning support that has received from Rob and the wider Ascot Lloyd team has taken the worries off his shoulders and allowed him to take care of the things that matter most to him, like his wife who had been suffering with ill health at the time.

View Michael’s full video below.

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

Ascot Lloyd can help with:

• Planning for retirement
• Pensions
• Inheritance Tax planning
• Investment planning
• Mortgages
• Protection
• Business financial planning