We are delighted to announce the appointment of Jade Connolly to the newly created role of head of advice for Ascot Lloyd.

Jade will be responsible for a strategic review of our advice process, which will enhance operational efficiency to add value for clients. Key initiatives include developing a panel of best-of-breed products and platforms to reduce risk and improve client outcomes. Jade will also be establishing a new technical unit supporting our current service offering as well as new business lines, such as cash flow modelling and Court of Protection work.

Jade will play a key role in creating a suite of advice tools to ensure better risk management, consistency and scalability of Ascot Lloyd’s proposition. She will be based in London and report to Ian Balgarnie, business development director.

Jade joins Ascot Lloyd from Thomas Miller Investment, where she was head of paraplanning for more than two years. She started her career in financial advice as a researcher at Ring Associates before joining Ashcourt Rowan as a paraplanner.

Ian Balgarnie, business development director at Ascot Lloyd, says:

“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.”

Jade Connolly said:

“Ascot Lloyd is a fantastic business with an exciting growth strategy. 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.”


2016/2017 year end tax planning

2016/2017 year end tax planning


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