Investments & Pensions
In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We are neither regulated nor authorised by the Financial Conduct Authority (FCA) to provide investment and pension advice.
We will, however, work closely with your existing independent financial advisor (IFA) to provide relevant information in a timely manner to help them make the best investment decisions for you.
In the instance that you do not have an existing IFA, we are happy to arrange an introduction to Ascot Lloyd Financial Services Ltd whose offices are located locally in Wokingham, Berkshire. You can visit their website to see the full range of services that they are able to offer at http://www.ascotlloyd.co.uk/
Ascot Lloyd have suitably qualified and regulated experts to ensure that you receive appropriate and impartial advice in areas such as:
- Pension schemes
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts
*Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £299.
Require more information?
If you would like more information or would like to ask us a question then call us on 0118 997 7100. To ask us a question online click here.