Your life journey
Just starting out
Are you starting out in life and just getting your career off the ground? A first job is an exciting and daunting prospect.
The first salary payment is the first step towards making the prospect of achieving life goals a real possibility.
Relationships, marriage, starting a family come to the fore for many, as do the ever-increasing financial demands.
Now is the time to become more considered in how you build your future and create a financial plan that will inevitably reap rewards further down the line.
Helping you shape your life's journey,
how you want it.
As we all know life takes many twists and turns and can sometimes bring the unexpected.
You’ve worked hard to build some financial security and probably have some form of nest egg building that will give you independence.
Planning for retirement
As we become an older generation that is more active, healthier and living longer than ever, retirement planning is just as much about lifestyle planning.
You might be thinking about your cash flow as you head into retirement. Now is the time to be sure your later life plan is starting to take good shape.
Creating stability and assurance is key, particularly when life may have thrown you some curveballs.
Achieving the standard of living and lifestyle you want as you enter retirement is always going to be one of th biggest challenges you face.
As the regularly earned income stops, it's often the time to pause and make sure you're on track.
As you enter the later stages in life, you will be thinking about how you can make the most of these years.
Estate planning becomes really important so you safeguard as much as you can to fund your life as well as plan for your legacy.
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.
Advice over the phone
Receive independent financial advice over the telephone or video call when convenient.
Everyone has a life journey and everyone needs a plan.