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ASCOT WM CLIENT PLATFORM

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Welcome to Your Pathway to 24/7 Access to your Adviser and Your Assets !

Our client platform combines top of the range technology and a desire by Ascot Wealth Management to have clients engaged and involved in the on-going advice process.You can track your assets or easily communicate with your adviser at home, at the office or on the go with the smartphone / iPad technology we bring to you.

The Platforms Strengths

  • Assets across multiple providers updated in real time on login
  • Secure document storage for both you and your adviser
  • Open Fact Find to inform us of changes in your circumstances.
  • Asset Allocation tool on product and estate level.
  • Messaging system direct to your adviser.
  • Performance Reports in your documents area.

AWM Specialist Partners


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The platform allows small businesses to efficiently raise money and provides investors an opportunity to evaluate and participate in exciting new opportunities! 

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MKT4YOU is a team of web designers, developers, marketers & copywriters specialising in creative websites. They work collaboratively with you in realising concepts into successful web solutions. 

SL5 mortgages has been created to answer what we believe to be the changing needs of the mortgage customer. Offering a high level of service and knowledge on both the mortgage market and differing to most mortgage firms.

Model Your Cashflow provides clients the opportunity to view their current financial situation as well as view your financial situation in the future including adding what if scenarios.

Are you having any problems logging in?

If so, feel free to contact us, and we will provide you with your username and password.
Call: 0800 7723147 or email: login@ascotwm.com