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In the press
February 2017

Ascot Lloyd win second place for Adviser of the Year – South East at the 2017 Professional Adviser Awards.

Now in their 12th year, the awards seek to reward excellence - both within the financial advice community and among the broader financial services sector.

The professional adviser of the year categories are broken down by geographical region and recognise companies with an outstanding, client-focused and reputable advice process.

Jade Connolly, Head of Advice at Ascot Lloyd, says:

“We have been implementing a number of operational changes to further enhance our ability to deliver the highest level of service to our clients. We are delighted that our commitment to providing high quality advice and financial planning to our clients has been recognised by such a highly renowned award.”

About the awards

The Awards are organised by Incisive Business Media, one of the world’s leading business-to-business information providers.

Other finalists for adviser of the year – South East included Ascot Wealth Management, Aspect8, Chamberlyns, Harpsden wealth Management, Jane Smith Financial Planning, Kreston Reeves Financial Planning, Lothbury Pendil and Wingate Financial Planning.

The winners were revealed at the Professional Adviser Awards dinner on Thursday 9th February at The Brewery, London.