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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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Established career

You've worked hard to build some financial security and stability. You may have a nest egg that's building up to give you the independence you want today as well as tomorrow.

Perhaps you've collected a range of pension pots as you've worked for different employers.

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

A lifetime financial plan can help you protect you and your loved ones now and in the future.

Unfortunately divorce can happen and you may find yourself with the pressures of moving home, and pressures on your finances.

Or perhaps you've had the misfortune of facing redundancy just when you thought you'd built the security and professional standing you worked hard for.

You work hard, your family's needs are changing, you now need to assess your financial plans.

You might be considering a career or lifestyle change.

We don't all want to be climbing a corporate ladder or facing those long commutes to stay away from home, as we mature.

Imagine a life where you could reap some of the benefits for your hard work now, whilst protecting yourself and your loved ones for the future.

How you decide to help your growing children into early adulthood and getting them off on the right footing won't be the same as when you did it.

Funding university, paying for the wedding of their dreams, indeed helping them onto the housing ladder themselves may all be looking very much a reality and looming fast.

You thought you were comfortable and had plenty for the future, now there appear to be many new drains on your finances, not least the ever demanding tax burden.

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