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.
As a business we can help you grow and protect your profits, attract and reward your employees and achieve your financial goals.
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.
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.
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.
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.
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.
It’s not about now. It’s about the future.
Head office
Ascot Lloyd
Reading Bridge House
George Street
Reading, RG1 8LS
Co No: 07584487
VAT No: GB 143779386
FCA No: 578614
Tel: 0345 475 7500
Fax: 0845 475 7505
Email: info@ascotlloyd.co.uk
Grow your wealth to have the future you deserve