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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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What is an individual financial plan

Your financial plan is like your travel itinerary, it factors in where you want to get to and the places you want to visit along the way.

Our job is to help you reach each destination at the right time in your life.

We’ll also take care of the smaller details like protecting your journey and ensuring you make the most of your money.

Building your financial plan with the right advice

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.

We help you achieve your financial goals looking at a wide spectrum of investment and pension options, as well as offering protection and mortgage solutions.

Getting from A to B

Products like pensions and investments act as your modes of transport that help you to get from one place to another in your life.

There are lots of options available, some get you to your destination faster than others but may cost more or have slightly higher risk associated to them, whilst other methods are slow and steady.

The earlier you start to look at your financial planning the better off you could be in the future.

Making the most of your money

Like any good journey you embark on, you want to maximise your spending money.

Effective tax planning does just this and ensures you obtain as much of your wealth as possible, leaving you more to pass on to the next generation.

Protecting your journey

Finally, no matter how well you plan your ‘great adventure’, the unexpected can still happen and the road ahead may get bumpy.

Good financial planning will ensure your whole journey isn’t thrown off track and will put appropriate protection policies in place to help you continue to the next stage with minimal disruption.

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.

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Plan your life for the way you want to live