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1st June 2022
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Watch our jubilee inspired animation, in honour of our Queen, our valued clients and our advisers.

We hope you enjoy watching.

 

If you think a member or your family or a friend could benefit from independent financial advice, please contact your Ascot Lloyd financial adviser; they would be happy to start a conversation and begin creating a sensible, long-term financial plan.

Additionally, if you have any questions about your own financial plan, your Ascot Lloyd adviser would be happy to help; please contact them in the usual way.

You can also get in touch via the contact form below or the telephone number at the top of this page.

Request a call back

Ascot Lloyd can help with:

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

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We are open for business as usual, our Financial Advisers are available on the phone so please contact us if you have any questions.

Investment involves risk.

Past performance is not a guide to future performance and may not be repeated.

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 is for information purposes only and is based on our 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. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation.

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).