Adviser Academy Insight Event
on demand

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Event overview

Your route to a rewarding career

Make the move today and join Ascot Lloyd for a fulfilling career as a financial adviser.

Ascot Lloyd’s 12-month training programme is designed to equip you with advice skills, regulatory knowledge, and commercial understanding that are the foundations for a rewarding career as an Independent Financial Adviser at Ascot Lloyd.

Individuals will complete the CII level 4 Diploma in Financial Planning, becoming a fully qualified IFA and providing them with the foundation to build a successful career in financial planning.

Ascot Lloyd will also support you with developing new client relationships and, at the appropriate time, the opportunity to service a portfolio of existing clients.

To hear more about this exciting opportunity, please join us on Wednesday 20th September at 6pm for our Adviser Academy Insight Event...

Our Insight Event agenda will be:

  • Welcome from our host David Melloy
  • Overview of Academy programme with Duncan Gregory
  • Life of an adviser with Mark Sleeman
  • Hear from our current academy advisers with Jill Roberts and James Bowater
  • Our methodology to mentoring with Mark Sleeman
  • Guide to our application process with Duncan Gregory
  • Answering your questions in our live Q&A
Speaker information
David MelloyBusiness Development
David MelloyRead more

David has almost 30 years’ experience within financial services, and he regularly speaks at seminars promoting the value of financial planning and integrated investment advice to high-net-worth clients. David also works with accountants, solicitors, and other professional services to provide financial solutions for their clients. On a personal level David has a family who love the outdoors and sport. His personal time is mostly spent on the sidelines of running tracks supporting his children.

Duncan GregoryHead of Adviser Academy
Duncan GregoryRead more

A Chartered Financial Planner himself, Duncan has extensive experience in growing academies and IFA teams across the UK. Duncan spent the past five years as Area Head of Academy at wealth management firm, St James’ Place.
Duncan has shown strong leadership by growing similar practices at other national and international firms including Prudential and Towry.

Mark SleemanIndependent Financial Adviser
Mark SleemanRead more

Mark has over 15 years’ experience of working in financial services and is one of our independent financial advisers for southern England.
He has a wide-ranging skill set covering most aspects of financial services, but he is most in his element when dealing with the complex aspects of his clients’ affairs. This often involves clients who are close to the pension lifetime allowance, pension transfers (e.g. defined benefit and pension sharing on divorce), or offshore investment vehicles. Being an associate for the Society for Trust and Estate Planning (STEP) means he is well-versed in the finer detail of trusts and taxation.

Jill RobertsAssociate Independent Financial Adviser
Jill RobertsRead more

Jill has over 20 years' experience in financial services with much of that time at Skipton Building Society in various roles including Regional Manager.
Latterly Jill worked outside of f/s in Estates and Operational Management.
Jill is also a qualified coach to ILM 5 standard.

James BowaterAssociate Independent Financial Adviser
James BowaterRead more

James has spent the last decade growing B2B conference businesses, focusing on bringing together both tech executives and vendors. In 2018 he was part of the team responsible for the Sunday Times 27th fastest growing UK private company. James graduated from Sheffield University with a bachelor's degree in Politics & International Relations, having been involved in bringing high profile speakers such as David Blunkett and Evan Davis to the Student's Union.

This communication is issued by Capital Professional Limited, trading as Ascot Lloyd. Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Capital Professional Limited is registered in England and Wales (number 07584487) and is authorised and regulated by the Financial Conduct Authority (FRN: 578614).