Our investment approach is a reflection of your relationship with Ascot Lloyd. It is based on your plans, your attitude to risk and your personal circumstances.
Because we are independent we can, and do, use the whole of the market to put your bespoke investment solution together.
Even if you are not planning on retiring anytime soon, as your pension may be one of the most valuable things you will ever own it’s worth paying attention to now.
We can review your current plans and ensure your existing pensions are in the best possible shape. If you don’t yet have one, let us help you secure your future by starting you off right.
Effective financial planning will protect you now, and in the future, and prepare you for whatever lies ahead. We take time to thoroughly understand your short, medium and long term goals and will develop a financial plan to help you to achieve these.