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

Planning for retirement

Before you know it, you can see yourself heading into retirement. That can mean a lot of different things to different people.

Long gone are the days of pipe and slippers.

As you consider how you move towards winding down your working life, there may be a lot of loose ends to tie up.

Perhaps you’ve collected a range of pension pots as you’ve worked for different employer.

Maybe you’ve got lots of investments in lots of places and it would make a whole lot more sense to think about bringing it all together.

Time to look at that life plan again; are you on track?

Getting closer to retirement may spark some thoughts for your future.

Let’s face it there’s still plenty to plan for.

You may be seeing your own folks into retirement and planning their later life.

Suddenly it’s a wake-up call.

Have you got yourself sorted and is your financial life on track?

You might be thinking about your cashflow as you head into retirement.

Now is the time to be sure your later life plan is starting to take good shape.

We can look at your pensions and ensure you get the best returns on your hard earned money to help you enjoy the next stage of your life journey.

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