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)
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.
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.
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.
