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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Why invest?

Investing is about making your surplus cash work hard for you to grow and become a source of income and capital for the future.

Most people invest in order to generate a good return over a reasonable time frame that might not be achievable through other savings routes. Setting out your life goals will help determine the right investment route for you to ensure you get there. 

Why would I need an IFA?

Deciding where and how to invest is a daunting task and it’s important to remember that there is no one size fits all.

An IFA (Independent Financial Adviser) will work with you to understand your life goals and work out a full financial plan that has the right blend suited to you.

Being independent means we work for you and are able to access all the options on the market on your behalf.

Developing a portfolio that suits you

Whether you are new to investments or want to re-evaluate your existing portfolio, our expert advisers work with you to develop a personal investment portfolio that reflects your financial goals.

We take into account your risk appetite and how much you have to invest, as well as other plans like pensions and protection. You will then have a personal financial plan tailored to meet your future needs.

Investing needs carefully considered advice combined with expertise.

Monitoring your plan

Once in place, we monitor the performance of your plan and investments and will make additions or changes as required.

This style of investment management aims to produce consistent results over the medium to long term. You will be able to see regular reports and valuations on the performance of your portfolio. Your Adviser will meet with you to talk this through depending on which service you select.

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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It’s not about now. It’s about the future.