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.