Client area Pension scheme members Book an appointment #StayInTouch

At Ascot Lloyd, we supplement your Advisory service with additional online digital services that you can access yourself.

See below to access your Personal Finance Portal to view valuations of your investments and individual invested funds and access two-way private messaging services with your planner.  Alternatively you can view via the app.  

For individuals who were previously part of the Connect Wealth Management and access their portfolio through the Wealth Platform you can also do so here.