Ascot Lloyd hires Jade Connolly to oversee advice review

Joins from Thomas Miller Investment

Tom Ellis
clock • 1 min read

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 Ll...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Norfolk advice firm declared failed

Norfolk advice firm declared failed

One claim upheld against Skipbo so far

Isabel Baxter
clock 20 April 2026 • 2 min read
Schroders shareholders overwhelmingly greenlight Nuveen takeover

Schroders shareholders overwhelmingly greenlight Nuveen takeover

Seen as a foregone conclusion

Linus Uhlig
clock 17 April 2026 • 1 min read
Advice firm declared failed over pensions advice

Advice firm declared failed over pensions advice

Barfield Associates is no longer trading

Isabel Baxter
clock 16 April 2026 • 1 min read