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August 2018

After months of research, development and testing, we are excited to announce our app is now ready for you to download.

This comprehensive mobile app offers many new features including calculators, tools and guides for users to explore.

Key features

Your profile on our app can be set up quickly and easily, after you’ve registered you can benefit from a variety of features:

24/7 comprehensive access

Our goal was to create a mobile-friendly app that our clients can access 24/7 on the go, and one which provides a comprehensive user experience.

A user friendly experience

You will find each section easy to navigate to via the home screen, and each feature has been carefully created to reflect what we feel our clients would benefit most from.

Tax calculations made simple

One of the most significant features on the app is the Calculator section which has been divided into England, Wales & NI, and Scotland to ensure your calculations are in line with the tax rules appropriate for your place of residence. There are several calculators to choose from including VAT, Corporation Tax and Income Tax, amongst many others.

Stay informed

The News section is updated regularly in line with our website to keep you informed of latest news and information, allowing you to read articles on the go.

Personal Finance Portal integration

For clients who use the Personal Finance Portal, you can now directly access your investments through the Ascot Lloyd app, which means you do not need to switch platforms. Just select the investment portfolio icon within the app and login with your usual portal details. Clients will need to be registered to the portal in order to access this section.

Meet the team

Our clients are at the core of what we do. In order to ensure you are being looked after by the right person our Meet the Team section has been divided according to county, so you can find the adviser closest to your location. It’s easy to contact us directly via the app using the messaging service and our office contact details can be found in the Get in Touch tab at the bottom of the screen.

Download My IFA today

How to download the new Ascot Lloyd app:

  1. Go to the App Store/Google Play Store
  2. Search MyIFA (no spaces)
  3. Download the app
  4. Enter the code ‘Ascot’ when prompted
  5. Register your details – these will only be requested once upon initial sign up
  6. Enjoy using the app