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Life’s journey is unique to every individual, from starting out, through your career to retirement and on into later life. The choices we make along the way shape how we achieve our life goals.

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From starting out, through your career to retirement and later life, the choices you make shape how you achieve your life goals.

We help you plan your finances so that you can do what you want to in life.

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As your life starts to take shape around you, how in control do you feel?

Can you imagine a future where you will feel safe and secure, when you have all these things starting to take hold?

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You have now settled into your career, you are setting your sights on future success and you need to start to plan how your financial life will pan out.

Getting expert advice can make all the difference to how financially successful you will become.

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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.

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You've worked hard and planned as much as you can, however maintaining a standard of living is always going to be one of the biggest challenges we face, as we enter into retirement.

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As you enter the later stages in life, many of your plans start to come into fruition.

You will be thinking about how you make the most of your later years, whatever happens as well as ensure that you can help your family as much as you can.

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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.

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Early career

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.

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Helping you shape your life's journey,
how you want it.

Established career

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.

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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.

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Creating stability and assurance is key, particularly when life may have thrown you some curveballs.

Retirement

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.

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Later life

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.

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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.

How to access our independent financial advice

Advice over the phone

Receive independent financial advice over the telephone or video call when convenient.

Request a callback

Everyone has a life journey and everyone needs a plan.