Client area

At Ascot Lloyd, we ensure you are provided with financial advice best suited to your individual requirements. To support our face-to-face and telephone based advice services, we provide a range of informative guides, client newsletters and online access to view your investments.

Avellemy

Further evidence of our all-round services to our clients can be found in Avellemy – our sister company – which provides risk targeted, platform-based discretionary model portfolios for our clients. We are fully committed to providing an enhanced level of advice to all our clients – new or established – we look forward to working together with you to make sure all your financial requirements are met.

Guides and information

We provide a range of guides and information to help explain some of the most common financial planning challenges. Our latest guides and newsletters can be found below but if you would like to view any of our archived Bellpenny newsletters and budget guides from 2017, please contact us and we would be happy to provide these for you.

The Portal

The Portal is an online platform that provides you with the facility to view valuations of your investments and individual invested funds, look further into performance records, analyse investment performance and view fund fact sheets. You can also engage in two-way secure messaging services with your planner.

This service is available to all our clients. If you are having problems accessing The Portal, please contact us and we will be happy to help.

Guides and Information

Intouch client newsletter autumn 2018

In the Autumn 2018 edition of our Intouch client newsletter we look at retirement living, emerging markets and their weaknesses, the pension tax charge and intergenerational financial planning.

Intouch client newsletter summer 2018

In our Summer 2018 edition of our Intouch client newsletter we look at equity release and whether it could work for you, cash flow forecasting and how it can make a difference, how to take control of end of life planning, tax rates and allowances for 2018, and how to retain control of your pension fund.

Intouch client newsletter Spring 2018

In our Spring 2018 edition of our Intouch client newsletter we look at pension freedom withdrawals, the inheritable ISA allowance, investments and wrappers, and AIM inheritance tax ISAs.

Fundamentals of Investing Guide

Investment is about putting your money to work now to provide a source of income and capital for the future. This guides introduces you to the basic principles of investing , focusing specifically on the relationship between risk and return.

Inheritance Tax Guide

Inheritance tax is most commonly paid on the transfer of an individual’s estate on death but can also be due on some lifetime wealth transfers. This guide explains some basic strategies that can be adopted to help minimise the impact of inheritance tax.

Pensions Freedoms Guide

Deciding what to do with your pension pot is one of the most important decisions you will make for your future. This guide takes you through the various options available to you and helps you to understand the new rules and changes to pensions.

Intouch Winter 2017

In the Winter edition of our Intouch client newsletter we look at pension withdrawals and how to avoid paying unnecessary tax, reducing tax liabilities on investments, and financial planning for long term.

Client brochure

Find out more about our range of services, our approach to financial planning and our five steps to working with you.

Avellemy brochure

Find out more about Avellemy – our discretionary investment management service. Specifically designed for Ascot Lloyd clients, it provides three different sets of model portfolios including active growth, passive growth and income.

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