Client area

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.

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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.

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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.

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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.

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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.

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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.

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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.

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

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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.

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

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Whatever type of business you run, making sure you maximise the potential for profit will be top of your agenda. Good financial planning is an essential part of running a successful business.

Working with an Independent Financial Adviser will enable you to come up with an approach that suits you.

We work with business owners to create a financial plan for your business.

And we can also work with you to create a personal financial plan for you as an individual, as well as offer financial planning and advice as part of a benefits package to your employees.

We develop sound financial plans to ensure you can meet your financial goals.

Business investment planning

Whether you want to develop a new corporate investment strategy or review your existing portfolio, we can develop a bespoke corporate investment plan for your business to support your long-term financial goals.

This way you can feel reassured that your business finances have their best chance of good performance in the most tax efficient manner.

We take the worry out of business financial planning, so you can concentrate on your business success.

We work closely with you to establish your attitude to risk and capacity for loss to ensure we construct a tax efficient investment portfolio that will help you to grow your business and improve existing investment results.

Our experts will also help you to identify how much capital is available for investing and how long your business can afford to have this capital tied up.

This will also help us to determine your attitude to risk.

High risk investments can offer a high rate of return over a short period of time, whilst lower risk investments are more cautious and therefore can take longer to see results.

We will work with you to build a portfolio and plan that suits you and your business goals.

We develop sound financial plans to ensure you can meet your financial goals.

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.

How to access our independent financial advice

Advice over the phone

Receive independent financial advice over the telephone or video call when convenient.

Request a callback

Our experts can help you plan your business finances