In this video we spoke to our Chartered Financial Planner, Bob Bradley, on the experience of running his own advisory firm and how joining Ascot Lloyd improved his client relationships.
Bob ran an financial advice company with 26 employees at its peak but was finding most of his time was consumed with running the business, rather than advising his clients. Since joining Ascot Lloyd, Bob adds that he has been able to devote much more time to his clients and as a result improve and strengthen the relationships he has with them.
View Bob’s full video below.
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Ascot Lloyd can help with:
- Planning for retirement
- Inheritance Tax planning
- Investment planning
- Business financial planning