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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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Later life

As you enter the later stages in life, you will be thinking about how you can make the most of these years.

Inheritance tax planning may play heavily on your mind, as the tax burden can be high and you want to safeguard as much as you can for your loved ones.

When considering how you need or want to live, whether downsizing, seeking equity release or funding care when the need arises, the financial complexities can be daunting.

Financial advice at this stage can be such a relief to help you make informed decisions.

Later life should not offer financial worries. Planning and advice can provide peace of mind.

Many people today are seeking alternatives to retirement homes with sheltered accommodation and supported living options becoming more flexible, sophisticated and attractive.

You’ll want to ensure you have the financial security to make the choices you want to for you and your loved ones.

Healthcare can also now come to the fore.

You may be faced with health situations where you need to reach outside the NHS with private healthcare cover, or you may be looking specific or alternative arrangement for care and support either at home or other “live-in” options.

In any event, sound financial advice is certainly something you should consider.

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.

Book an appointment