Client area

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.

Read more

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?

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Pension arrangements will appear at the earliest stage in your career.

A workplace pension is likely to be your first pension decision; whether to opt out and start your own private pension plan or participate and decide if you want to contribute more.

Retirement might seem so far away and there's so much you want to do in between. Why would you need a financial plan at this stage?

The earlier you start to look at your financial planning the better off you will be in the future.

Maybe you've got a large university debt to pay off.

Maybe you've been lucky enough to have benefited from the bank of mum and dad, helping you secure a property at this starting-out stage.

Perhaps you're already thinking about getting onto the housing ladder for yourself and need to work out how.

Even if you don't have much to spare at this time, starting to plan will give you some focus and get you thinking about how you start to save, and then invest to achieve what you want to further down the line.

The earlier you start your own personal financial plan, the better off you will be in the future. It's all about you and your life goals.

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