Welcome to our Direct Investor Hub
We are pleased to have you as a valued direct investor of Lloyds Wealth (ACD). This page is tailored specifically for investors like you, who manage their investments directly with Lloyds Wealth (ACD) without receiving financial advice.
Many of you will have been with us since 2019, when your investments were transferred to Lloyds Wealth (ACD) from Scottish Widows Unit Trusts Managers Limited.
If you are looking for details on our funds, visit our funds page below.
At Lloyds Wealth (ACD) we are committed to helping support you in achieving your investment goals. This dedicated space is designed to provide clear, timely information and easy access to the resources you need – helping you feel informed, confident and in control of your financial future.
Dominic Sheridan – Chief Executive Officer of Lloyds Wealth (ACD)
Your gateway to investment management
If you haven’t already signed up, the Lloyds Wealth (ACD) online portal is your gateway to staying on top of the investments you hold with us. With just a few clicks, you'll be able to monitor the performance of your assets anytime. Plus, you can:
• Get a valuation
• Place transactions
• Access our help centre
• View documents
Need help with our processes and services?
Here you will find links to useful guides to support you with accessing your online account, selling your investments, support following a bereavement and more.
Service adjustments
Find out how you let us know any adjustments to the way we communicate with you or deliver our services
Accessing your online account
Find out more about the tasks you can perform using your online investor portal.
Selling your investment
Find out how you can contact us to sell your investment, either partially or in full.
Distribution payments
Find out more details on the process for actioning distribution payments for your investments.
Bereavement
We're here to support you following a bereavement. Find out more about how we can support and the steps to follow.
Life events
Whether you are moving home, getting married, or another life event we can support you in updating any details on your account.
Useful resources
Here you’ll find links to GIA and ISA forms.
Stay informed
We regularly communicate with our direct investors through our monthly email series, ‘Financial Focus’. This series provides insights and information relevant to you as an investor with Lloyds Wealth (ACD). It is shared with all clients that we hold an email address for.
Financial advice
While we do not provide financial advice, we understand the importance of making informed investment decisions. Our sister company, Lloyds Wealth, have over 300 experienced advisers who will be able to help to build a plan aiming to achieve your financial goals. Whether you would like guidance on maximising your investments, retirement planning, or passing on and protecting your wealth, an adviser can assist you in creating a comprehensive plan that is tailored to your future aspirations.
Fees and charges apply.
The value of your investments—and any income from them—can rise or fall, and there's no guarantee you’ll get back what you put in.
Contact us
To get in touch with us, please use the following.
Call us +44 (0) 344 822 8910. We’re available Monday to Friday, 9am–5:30pm, excluding bank holidays.
Calls may be monitored and recorded and call costs may vary depending on your service provider.
Email us lloydswealth@sscinc.com
Email is not a secure method of communication, so please do not include personal information in any emails you send to us.
Write to us Lloyds Wealth (ACD), PO Box 13482, Chelmsford, CM99 2GN.
Protecting yourself against scams
Visit our scam protection page to find out information on types of scams, how to protect yourself, and who to contact if you feel you have been a victim of a scam.