Because we're all customers too.

Ascot Lloyd Financial Services Ltd is committed to treating our customers fairly and our commitment to you is that we will ensure:

  • All clients understand the services we offer and how we are remunerated.
  • All clients receive the same initial documents.
  • Advisers apply certain minimum standards to all advice given.
  • We take time to understand our customers situation and ensure that our advice is suitable and appropriate.
  • Any advertisements are fair and not misleading.
  • All complaints are dealt with in a positive and fair manner.
  • When any mistakes are made (on both sides), regular communication continues until the matter is fully resolved.

All staff receive appropriate training and are competent for the role they undertake within the firm.

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits