Client zone
Access your account, learn from industry thought leaders, join expert discussions.
If you have a client reference number and manage your investments directly with Lloyds Wealth (ACD) without financial advice, please visit the Direct Investor Hub.
Lloyds Wealth Apps
Welcome to your client portal.
Get easy access to your personalised financial plan, track your Lloyds Wealth investments, find your adviser’s contact details and much more.
Our latest insights
Build your financial knowledge
Your financial wellbeing is our priority, and as your trusted advisers, we’re here to guide you every step of the way. We also believe in empowering you with the knowledge to make informed decisions. That’s why we share expert insights, market trends, and ideas from some of the finest minds in the industry.
Join expert discussions
Our educational webinars are your chance to put your pressing investment questions to industry specialists. From inflation to political unrest, these interactive sessions break down how current events could impact your investments and overall wealth.
Reports
Explore our latest research on the human side of money. From women’s financial journeys to family dynamics and emotional wellbeing, our reports offer thoughtful insights into how life and finance intersect. Access our full library of research reports and discover stories that go beyond the numbers.
Can we help your friend or family member?
You know the value of great financial advice—why not share it with someone who could benefit? If you refer them to us, and they become a client, we’ll reward both you and them. Because sharing valuable advice deserves a thank you.