Navigating your financial future can be overwhelming, but it doesn't have to be. Working with a financial adviser can offer invaluable support and reassurance when it matters most. With their expertise and guidance, you can discover the true benefits of financial advice.

What is the value of financial advice?

Research conducted by ILC suggests that seeking the help of a financial adviser can lead to better outcomes than managing finances alone. In fact, according to the research, you could potentially be £47,000* better off by the time you retire if you use the services of a financial adviser.

However the benefits of financial advice are not just monetary.

Information - Investment involves risk. The value of investments can fall as well as rise. You may get back less than you originally invested.

* According to ILC research, if a person received professional financial advice between 2001 and 2006, it resulted, on average, in them being £47,706 better off in terms of pensions and financial assets once fees and charges had been accounted for in 2014/16. Source: What it’s worth – Revisiting the value of financial advice, ILC, November 2019.

Other benefits of financial advice

Peace of mind

When it comes to managing your finances, having the support of an expert can provide peace of mind. A financial adviser can help simplify complex concepts and provide objective advice that is not influenced by personal interests or biases. This can give you the confidence that informed decisions are being made to help achieve your financial goals.

Time saving

Working with a financial adviser can take a lot of the stress out of managing your finances. They can handle the coordination of creating your financial plan and contacting the service providers, such as asset managers, so you don't have to worry about it. This frees up your time to focus on the things you love, whether it's spending time with family, pursuing a hobby, or simply relaxing. With an adviser, you can make the most of your time and enjoy life to the fullest.

Active support

By working closely with a financial adviser, you can better understand your options and develop a clear and personalised plan tailored to your unique needs. This can help you feel more confident in your financial decisions, even during uncertain economic times. Your adviser will also regularly review the performance of your investments, mitigate risks, and make essential changes to your portfolio when necessary.

Staying on track

It's common to have financial goals and aspirations, but it's not always easy to stay on top of them. With the many distractions and unforeseen circumstances life throws our way, it's easy to fall behind and lose sight of our goals. This is where a financial adviser can be of great help. By having a plan in place and the right tools, a financial advisor can help you stay on track and guide you towards achieving your financial goals.

A tailored approach to you

A financial adviser can help you create a comprehensive financial plan that considers your current financial situation and your long-term goals. Depending on your situation, they may assess your income and expenses, review your investments, and help you make informed decisions about your future. It's important to remember that different people have different needs, so the information and advice you receive from a financial adviser will be customised to your specific circumstances.

Working with Ascot Lloyd


We take time to get to know you

We value the importance of getting to know you and will take the time to fully understand your personal, family and business objectives and life goals. As we discuss these objectives in greater detail, we will review your attitude to risk to ensure any future solutions meet your expectations.

Holistic financial planning

A comprehensive approach that considers all aspects of your personal and financial life. By taking into account your current financial situation, your goals for the future, and other important factors, a holistic financial plan can be created to help you achieve your financial goals.

We’re independent

Being an independent financial advisory firm means we are not tied into certain partnerships or product solutions; therefore, we can search the whole market to find the most appropriate solutions to help you reach your financial goals. On the other hand, restricted advisers can only recommend products from a specific group of providers or a single company, which can limit the options available to clients.

Industry knowledge

Not only are Ascot Lloyd's financial advisers verified by the Financial Conduct Authority (FCA), but they are also well-equipped to navigate the ever-changing landscape of investments, financial planning, taxes, and regulatory matters. This requires a significant amount of time, expertise, and resources, which is why Ascot Lloyd's financial advisers dedicate themselves to staying up to date on these matters. By doing so, they are able to provide their clients with the best possible advice and help them achieve their financial goals

Full range of services to suit your needs

We offer a range of financial services to cater to your specific needs. Whether you are looking for investment advice, retirement planning, tax planning, or any other financial service, our team of experts is here to help. We understand that every individual has unique financial goals and circumstances, which is why we work closely with you to create a personalised financial plan that is tailored to your needs.

Information - The FCA does not regulate tax planning.

Ongoing support

Once you start your journey with Ascot Lloyd, we understand how crucial it is to have a financial plan that can adapt to your evolving needs and meet your expectations. Review meetings can be scheduled to ensure your plan remains on track.

The benefits of financial advice from Ascot Lloyd

To find out more about how we can help, contact our team of experts today.

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