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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.

Choose where you are below to see how Ascot Lloyd can help.

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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Early career

Relationship, marriage, starting a family come to the fore for many, as do the ever-increasing financial demands.

By now you might be into your second or third job and working your way up the career ladder. Or perhaps you're wanting to get your own business off the ground.

Now is the time to consider how you build your future and create a financial plan that will inevitably reap rewards further down the line.

As life takes hold, there will be many things that start to pull on your finances; things that bring you joy and things that might start to seem more of a burden.

As you do more, and there are more demands on you, your finances need to stretch further.

You might be thinking about a committed relationship, getting married, starting a family, buying a house or even investing into your own business venture.

As your career gets underway you will need to plan carefully for your future.

Or let's face it, you're still young and just want to have fun.

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

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

Some things may seem out of reach or too far away in the distance to contemplate.

Others may start to become within your grasp as you prioritise what's important to you in life.

Wherever you are at this stage in your life, becoming a bit more aware and considered in how you build your lifetime financial plan will inevitably reap rewards further down the line.

Getting the right advice now will help set you up financially for life.

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