Client login

As an Ascot Lloyd client we like to keep you informed about topical financial matters and offer you the facility to view your investments online. Please login to access your client area.

Log in to view the latest information and guides from Ascot Lloyd. You can also get direct links to your provider platforms and access The Portal. The Portal is our online system 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.

New users

For security purposes all new users are required to register for this area of the site however access is strictly limited to Ascot Lloyd clients only.

Pension scheme members and Wealth Platform users

If you are part of an Ascot Lloyd pension scheme or access your portfolio through Wealth Platform, please use the links below to login.

Pension scheme member

For individuals who have been enrolled in an Ascot Lloyd pension scheme by their employer


Wealth Platform

For individuals who were previously part of Connect Wealth Management and access their portfolio through the Wealth Platform


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