Ascot Lloyd has hired Jade Connolly in the newly created role of head of advice to oversee a strategic review of the IFA firm's advice process.
Ascot Lloyd said the review was intended to "enhance operational efficiency to add value for clients" and would also look to develop a panel of ‘best-of-breed' products and platforms "to reduce risk and improves client outcomes".
Based in the firm's London office, Connolly will also be responsible for creating new business lines, such as cashflow modelling and Court of Protection work, as well as establishing a new technical unit to support Ascot Lloyd's service offering.
Connolly joins from Thomas Miller Investment where she was head of paraplanning for more than two years. "Ascot Lloyd is a fantastic business with an exciting growth strategy," she said. "I look forward to working closely with its advisers and business development team to strengthen its advice offering and build upon the high quality of service it delivers to clients."
"Jade's understanding of the financial advice process and extensive experience leading paraplanning teams will play a significant role in enhancing Ascot Lloyd's advice proposition," said business development director Ian Balgarnie (pictured).
"Jade will lead a number of strategic initiatives to grow the business organically and will support our ambition to become the UK's leading IFA firm."
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