Ascot Lloyd, a British advisory firm specialising in financial planning, wealth management and corporate benefit solutions, has appointed Jade Connolly as its head of advice.
In the newly created role, Connolly will be tasked with leading a strategic review of the firm’s advice process. Scope of work will include developing a panel of products and platforms to mitigate risk and enhance client outcomes.
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She will also be responsible for setting up a new technical unit that will support the firm’s existing as well as new offerings.
She will be based in London and will report to Ascot Lloyd business development director Ian Balgarnie.
Connolly most recently served as head of paraplanning at Thomas Miller Investment. She previously also worked as a researcher at Ring Associates and as a paraplanner at Ashcourt Rowan.
“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. 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,” Balgarnie said.
