Adviser Academy

The Adviser Academy from Ascot Lloyd harnesses the talent of aspirational individuals. It enables them to develop their skills, experience and knowledge of financial planning and advice and build a future career within the financial services industry.

Through the Adviser Academy, we aim to deliver a new generation of independent financial advisers, report writers and administrators that will lead and support our business in the future.

The Adviser Academy training process

The Adviser Academy allows for aspirational individuals to progress from an administrator to report writer and then on to a trainee adviser in structured stages within Ascot Lloyd.

A three step process

Stage 1: Upon joining the scheme, you will start as a client services associate and work within this role for a period of six to nine months. Here you will gain a fundamental understanding of the financial services,  administration processes and systems, and achieve your RO1 and RO2 qualifications.

Stage 2: You will then progress on to work as a report writer where you will learn to develop your industry knowledge in order to research and compile various reports to deliver a comprehensive solution that meets the needs of the client for the IFA to deliver. You will stay in this role for another six to nine months and gain a further four qualifications (RO3 – 6).

Stage 3: Having successfully worked in the previous two roles for a period of 12- 18 months, you will move in to a trainee adviser role where you will stay for 12 months. As a trainee adviser you will learn each element of the role, developing a high quality advice service on a range of financial planning solutions.


About the Adviser Academy

We believe that investing in your future is the best way to invest in our future. The Adviser Academy is a new initiative from Ascot Lloyd that will bring a new generation of IFAs and help to enhance the service we deliver to our clients.

The goals of the Adviser Academy

  • Find talent through a positive and employability centred recruitment process.
  • To develop the future applicant pool.
  • Unlock the potential to grow our own future talent.
  • Enable skilled older workers to get back into work, provide a gateway for young people to start their professional careers, and provide ex armed forces personnel with job opportunities in the civilian world.
  • Engage and utilise our employee’s skills and knowledge.
  • Attract new talent, offer progression and develop a motivated, skilled and qualified workforce.
  • Bring diversity of thought, new ideas, generational perspective and fresh thinking.
Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits