Benefits of the Ascot Lloyd Platform

Designed for our clients and their financial advisers

Our investment platform is available exclusively to Ascot Lloyd clients, enabling them to consolidate all their investment products in one place for easy access by both them and their financial adviser.

The Ascot Lloyd Platform was designed working with SS&C Hubwise, a global technology provider, to enhance our ability to serve our clients.  Our aim was to align our platform with the needs, goals and expectations of our clients, making it easy for clients to view their investments and to hold tax efficient wrappers such as Individual Savings Accounts (ISA) and Self Invested Personal Pensions (SIPPs) in one place.  

Managing investments

Upon becoming an Ascot Lloyd Platform customer, clients gain access to view their personal online account, enabling them to manage their investments from anywhere with an internet connection. 

The user-friendly, intuitive interface makes it easy for their financial adviser to efficiently monitor, service, and track the performance of their investments. The platform is custom-designed and backed by a specialist in-house team, ready to assist their financial adviser with any support needs that may arise.

Some of the benefits include

Added benefits for clients and their families

Our family linking price discounts combine the investment values of family members to calculate platform charges. This may allow you to benefit from lower charges and help to reduce the overall cost of investing.

Choosing an investment platform is an important decision, but you don’t have to navigate it alone. Get in touch with your Ascot Lloyd financial adviser, or speak to a member of our
Client Service team who will be able to answer any questions you may have,

 Tel: 03454757500 Or Email: This email address is being protected from spambots. You need JavaScript enabled to view it.