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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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Retirement

Achieving the standard of living and lifestyle you want as you enter retirement is always going to be one of the biggest challenges you potentially face.

Do you keep working as long as you can, or can you take this big step a little earlier?

As the regularly earned income stops, it’s often the time to pause and make sure you’re on track.

Taking some expert financial planning advice will ensure you can do all the things you want to and still have later life assurance.

Retirement brings opportunities. Ensure your pension can provide what you need.

Keeping a cashflow that’s going to enable you to carry on and do all the things you’d set out to at the start, is now a reality. It can be a complex and daunting prospect.

Now is the time you might really feel you need some help in taking the best course.

Many of us by now have seen our own children mature into adulthood and start to find their own way.

It’s on our minds that we want to help them and our grandchildren for as long as we can and that means protecting what we’ve built, whilst at the same time ensuring our own enjoyable retirement.

We might be seeing our own parents go into care and later life too.

That’s a wake-up call, how worrying it can be ensuring the financial plan we have is going to be there to see us through the unknown.

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