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.
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 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.