Client area

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.

Welcome to our Pension Scheme member area

If you belong to a pension scheme with your employer that is administered by Ascot Lloyd, you can find out more about your scheme and your individual pension arrangements by using the portals below. (This link is not applicable for members of Group Personal Pension Plans).

If you are a member of the Ascot Lloyd Pension Trust, you can opt out of auto-enrolment here if you DO NOT want to be part of the Company Pension Scheme provided by Ascot Lloyd.