Whether you’re planning for your children’s future, building up your pension pot or simply saving for a rainy day.
One charge for using Ascentric to help you plan. Our pricing is simple and transparent so you can understand exactly what you’re paying for.
Access to a wide range of investments and tax wrappers including (ISAs, Self-invested Personal Pensions, General Investment Accounts and more) allowing your adviser to find an investment solution to suit you.
We’re a member of the London Stock Exchange which can help you get the best deal when you’re buying and selling shares.
When you log into the platform you’ll need your username and password.
Your username is the same as your client number. It’s a unique number that usually starts with a ‘1’. It was sent to you during registration.
If you don’t know your username or password, you can reset them on the platform, without needing to call us.
Just go to 'Forgotten your login details?' on the login screen and select whether you’ve forgotten your username or password.
If we’ve got a unique email address on file for you, we’ll send you an email with either the reminder of your username, or the link to reset your password.
A leading savings and investment company with a long-term outlook.
Your money is protected by the Financial Services Compensation Scheme (FSCS)
The Financial Conduct Authority have produced useful information to help you spot potential scams.
The Ascentric platform is specifically for Financial Advisers and their clients. If you're not an existing customer please speak to your Financial Adviser who can take you through getting set up.
If you don't have a Financial Adviser, unbiased.co.uk could help you find one in your area.
Once your Financial Adviser has arranged for you to be set-up you'll receive a welcome email from us. You'll need to activate your platform account by logging in and following the steps on screen.
Log in to view your statements by clicking the client details and then correspondence card. To request a paper statement or alternative format like Braille or large print please call us on 0345 076 6140. We’ll ask you some security questions before updating your preferences.
Platform guide – Essential information for a client considering investing through the Ascentric Platform.
Platform Charges – This sets out the charges that you will pay when you invest through Ascentric.
Platform Terms – This provides you with a summary of important information you need to know before you invest in a Platform.
Order Execution policy – The Order Execution policy details Ascentric’s approach to Best Execution in making sure we get the best possible results for clients. Ascentric is a trading name of Investment Funds Direct Limited.
Pillar 3 Disclosure – This sets out disclosures on capital and risk management for Ascentric’s parent company, Investment Funds Direct Limited, in line with regulator requirements.
This report is provided as a value assessment for legacy workplace pension plans held on the platform. The report, Terms of Reference, and contact details can be found here.
We’re always monitoring the implications and opportunities of global or domestic changes. Brexit is no exception and we’ll continue to work hard, looking after your money and investments, whatever the economic environment.
Occasionally we don't get things right and our service falls short of the high standards our customers are entitled to, which results in them making a complaint.
View our complaints data to see how many complaints we received and closed from 1 January to 30 June 2021.