Ascot Lloyd CEO Francis Jackson sits down with PA news editor Isabel Baxter to discuss how the advice firm has progressed over the past two years and how he has sought to refresh the brand.
When Jackson joined Ascot Lloyd in September 2024, he inherited a business that had grown rapidly through acquisition – but one that he believed needed a fundamental change in how it operated. The former banking and custody executive arrived at the national advice business from outside the wealth industry, bringing with him an operator's perspective on a firm that had accumulated several different businesses, systems and ways of working. His response was to embark on a structural overhaul designed to create a more consistent, adviser-led and scalable organisation. "What I've tried ...
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