Financial advice process

It's all about you

Our advice process puts you at the centre. We believe the key to good financial advice is establishing strong relationships with our clients.

Getting to know you

This is our opportunity to get to know each other so your adviser understand your current situation and financial aspirations. They will also explore your attitude to risk to ensure any future solutions meet your expectations and needs.

At Ascot Lloyd, we bear the cost of this initial meeting but you can meet with your adviser at a location of your choice. Some clients enjoy the familiarity of their own home, whilst others prefer to come and visit us at one of our offices (or another venue of your choice).

Agreeing our relationship

We provide a range of different service levels to suit your needs. From a ‘traditional’ service with a yearly review meeting and valuation, or a fully bespoke service that enables you to choose how frequently we provide these services to you. Your adviser will go through the options available and together you can agree the one that suits you best.

Behind the scenes

Now it is time for us to do the hard work. Your adviser, with the support of our wider team, will prepare your financial plan. To do this, they will carry out whole of market research and find the most appropriate solutions that will help you reach your financial objectives.

Putting it in to practice

Your adviser will meet with you for a second time and go through your proposed financial plan. They will explain each of the solutions to you and answer any queries you may have. Once you are happy with your financial plan, your adviser will go through some formalities with you that will enable us to set your financial plan in to action.

Staying on top

The key to any sound financial plan is ensuring it reflects any changes in your financial situation. Your adviser will schedule regular review meetings with you, in-line with the service level agreed. At these meetings, we will review your short, medium and long-term objectives and go through any significant changes in your circumstances. If your circumstances do change and you would like to adjust the level of service we provide, your adviser will be happy to arrange this with you at any time.

Get in touch for further information. Email or call us on 0345 345 5111

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits