Client area Tel: 0345 475 7500 Find a local Financial Adviser (New enquiries) Book a free callback (New enquiries) Contact client services (Existing clients) Personal financial planning for your life's journey Read more here > Previous Next Your life's journey Read more Our advice options Read more Why choose Ascot Lloyd Read more Latest news Read more Where are you now? From starting out, through your career to retirement and later life, the choices you make shape how you achieve your goals in life. We help you plan your finances so that you can do what you want to in life. Established career As your nest egg builds and life takes its twists and turns, staying on track is important as your financial plan changes. Read more Helping with life's big moments Your career Your career Whether you have disjointed pension pots, desire to take a career break or want to slow down, planning ahead can help you achieve this. Your business Your business Attracting and rewarding employees, making investment decisions and putting in place the right protection are all important factors for business success. Your lifestyle Your lifestyle How you live your life reflects what’s important to you and a stable financial plan can help you maintain your lifestyle as you progress along your journey. Your property Your property Your home will inevitably be the biggest financial investment in your lifetime. You may need to think about how to pass it on or use it to fund your own retirement. Your family Your family Being prepared and thinking ahead will mean you can have the pleasure of providing for your family without compromising yourself at any stage of life. Wide choice and flexibility We've got all bases covered, our job is to help you consider all areas and put together a financial plan that helps you achieve your goals. Investments You may not need access to your money for several decades or you may have a shorter timeframe to achieve your goals, whatever your circumstances, we can help you. Read more Pensions Whether your retirement is still many years away, or that little bit closer, our team of experienced advisers can help you to make sense of your retirement. Read more Mortgages Taking on a mortgage whether to buy your own home, for investment reasons, or to release equity - our experts can provide independent mortgage advice to find the best product for you. Read more Protection We cover a wide range of insurance policy options that safeguard you and make sure your loved ones are protected from all eventualities. Read more 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. Advice over the phone Receive independent financial advice over the telephone or video call when convenient. Request a callback Latest news Market update report from Investment Director, Steven Lloyd November 2021 Market CommentaryStayInTouch Autumn Budget 2021: What it means for you November 2021 Latest newsStayInTouch Our latest investment commentary from Avellemy Chairman, Graham Bentley November 2021 Market CommentaryStayInTouch Market update report from Investment Director, Steven Lloyd November 2021 Market CommentaryStayInTouch Autumn Budget 2021: What it means for your money October 2021 Latest newsStayInTouch Market update report from Investment Director, Steven Lloyd October 2021 Market CommentaryStayInTouch See all news See how we helped Rob and Cath achieve contentment. Play video A great place to work, join and to partner with We're a rapidly growing vibrant company that cares for our people as well as our clients. We are always looking for talented people to join our team. See the latest vacancies available. Join our team We are actively seeking IFA firms to join us. See your future business potential. Join our business We are building professional partnerships. See how we can create mutual value for clients. Become a partner 21,000 core clients 500+ employees £9 billion funds under management Head office Ascot Lloyd Reading Bridge House George Street Reading, RG1 8LS Co No: 07584487 VAT No: GB 143779386 FCA No: 578614 Tel: 0345 475 7500 Fax: 0845 475 7505 Email: info@ascotlloyd.co.uk Ascot Lloyd is a trading name of Capital Professional Limited, which is authorised and regulated by the Financial Conduct Authority. FCA number 578614. Registered in England and Wales, No: 07584487. Registered Office: Reading Bridge House, George Street, Reading, RG1 8LS. This website is intended for UK residents only. © 2021 Ascot Lloyd - All rights reserved. website design agency We value your privacy We use cookies to provide personalised content, advertising, and to offer social media functions. We also use cookies to analyse user behaviour to help improve our website. Find out more about cookies. You can change your preferences in the Privacy Settings at any time. Accept Cookies Privacy Settings Disagree