Independent financial advice for individuals and business

Starting a financial plan early
puts you on the right track
Providing financial planning
where and when you want it
We offer advice for individuals
and business clients alike

For individuals

Through face-to-face or telephone based financial advice, we help you develop lifetime financial plans that factor in your short, medium and long-term objectives.

Building your financial plan with the right advice. Effective financial planning will protect you now, and in the future, and prepare you for whatever lies ahead.

Investments help you grow your wealth to fund what you want to do later in life.

Whether you are new to investments or want to re-evaluate your portfolio we can help you.

A pension plan is designed to help you to retire when you want to and provides you with the income you need to live the life that you desire after retirement.

Taking on a mortgage whether to buy your own home, or for investment reasons is one of life's biggest financial decisions. The mortgage market is complex, competitive and selective. We can provide independent mortgage advice and help you find the right product to suit your specific needs.

No-one likes to think about the worst happening and it can be easy to put off arranging cover until it's too late. However, having the right cover in place will ensure you're protected should the road ahead get bumpy.

For business

As a business we can help you grow and protect your profits, attract and reward your employees and achieve your financial goals.

Financial planning for a business will help you create a personally crafted financial plan that can help with decisions that enable your company to utilise unused capital to your best advantage.

Workplace pensions are a complex subject and, if you get it wrong can lead to legal and financial difficulties. Learn more about our services for workplace pensions below.

Group Employee benefits can not only attract the right candidates to your company but also help retain your best people.

By spreading the risk of relevant insurances throughout the whole company, cost savings can often be made.

These safety nets protect the company and the staff.

Business protection is a range of insurance products to help protect your company and its directors, assets and employees.

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.