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Ascot Lloyd appoints Chief Business Development Director

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Ascot Lloyd, the national Independent Financial Adviser (IFA) firm specialising in financial planning, wealth management and corporate benefit solutions, has appointed Ian Balgarnie to the newly created role of Chief Business Development Director.  

Balgarnie joins Ascot Lloyd from John Lamb Financial Planning, where he spent more than two years as head of private clients, leading and managing all aspects of the firm’s bespoke offering. He has over 30 years of experience in the financial services industry at a senior management level and as a financial planner.
 
Prior to joining John Lamb, Ian spent four years at Baker Tilly Financial Services, which was acquired by Towry in 2007. During his time at the company, he held a number of senior roles including Southern regional director, sales manager and head of wealth planning. He also held roles at Brown Shipley, Platinum Portfolio and Wesleyan Financial Services.
 
The announcement follows the recent appointments of Chief Financial Officer Iain Balchin and two non-executive directors, Stuart Dyer and Patrick Muir, as the company continues its expansion and transformation.
 
Richard Dunbabin, Chief Executive, Ascot Lloyd, says: “Ian’s knowledge and experience of private client relationship management will strengthen our team and enable us to enhance the quality of our offering. He will drive sales growth and profitability at an exciting time in our development.”
 
Balgarnie adds: “Ascot Lloyd has an impressive reputation in the industry and I look forward to contributing to the ongoing success of the firm.”
 

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