Our advice options
Individual financial planning
Financial planning is like setting a road map to your finance future. A blue print that we help you to create so that you can live the life you want to. Fully supported by Ascot Lloyd independent financial experts along the way.
Wide choice and flexibility
We've got all bases covered, our job is to help you consider all areas and put together a financial plan that helps you to achieve your goals.
- InvestmentsYou may not need access to your money for several decades or you may have a shorter timeframe to achieve your goals, whatever your circumstances, we can help you.Read more
- PensionsWhether your retirement is still many years away, or that little bit closer, our team of experienced advisers can help you to make sense of your retirement.Read more
- MortgagesTaking on a mortgage whether to buy your own home, for investment reasons,or to release equity our experts can provide independent mortgage advice to find the best product for you.Read more
- ProtectionWe cover a wide range of insurance policy options that safeguard you and make sure your loved ones are protected from all eventualities.Read more
How to access our independent financial advice
Advice at home
Arrange to see an independent financial adviser at home, work or your local Ascot Lloyd office.
Advice over the phone
Receive independent financial advice over the telephone or video call when convenient.
Plan your life for the way you want to live.