Beaufort Group has appointed Ascot Lloyd’s former head of advice to become its chief operating officer as Clive Goldthorpe prepares to step back from the business.
Jade Connolly (pictured) worked at Ascot Lloyd until September last year and was previously head of preplanning at Thomas Miller Investment.
Goldthorpe will step back from day-to-day involvement in the business at the end of March but will still be involved with the discretionary fund manager and financial planning business on a consultancy basis.
Beaufort chief executive Derrick Dunne said: “It’s clear that Jade puts client satisfaction at the heart of everything she does, which makes her the perfect person for this role. As we look to further expand our proposition, her proven track record in combining technical knowledge with delivering optimal client outcomes will be a huge asset to us.”
Connolly said: “Demand for outstanding financial advice and investment services continues to increase and I am delighted to be joining Beaufort Group at this crucial time. Clive has made an invaluable contribution to the business over the last eight years and I look forward to building on his work and playing my part in the firm’s future development.”
Established in 2012, Beaufort Group consists of £1bn DFM Beaufort Investment and IFA partnership Beaufort Financial. It is in the process of being acquired by Socium, a new advice industry consolidator headed up by former Openwork boss Mary-Anne McIntyre.
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