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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Group insurance helps to promote a healthy and stable working environment and provide benefits to both your business and your employees.

Group risk policies help to ensure business continuity by helping your employees get back to work after illness. They also support your employees, and their families, through some of the most challenging times.

Group income protection

Income protection helps to manage sickness and associated costs by providing financial support to employers.

It also helps employees to continue to work or get back to work by providing practical support and rehabilitation.

Group critical illness cover

Group critical illness cover provides financial support to employees if they are diagnosed with an illness, or require treatment that is deemed 'critical' in the terms of the policy.

Financial support is provided through the payment of a lump sum designed to cover costs commonly incurred due to a critical illness.

Group benefits help recruitment and employee retention.

Group life assurance

These schemes provide financial and emotional support to the beneficiaries of the policy during bereavement.

Financial support is provided in the form of a tax free lump sum that is paid to the loved ones of the employee after loss of life. Counselling may also be provided to the beneficiaries of the policy and colleagues who may also have been affected.

Group Private Medical Insurance

This provides employees with the valuable benefit of seeking medical treatment where and when they choose, with the option to extend coverage to the employees immediate family.

Medical cash plans are a cost effective alternative to help fund medical treatment and also can offer optical and dental options.

Group death in service

Group death in service is similar to life assurance as it provides financial support to the employee's beneficiaries in the event of loss of life.

Typically these provide an income which would be based on a percentage of the employee's salary.

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

Group policies can support
the values and culture
of an organisation.