Ascot Lloyd Chooses Accord For SMCR

Julian Sammells

Julian Sammells

Julian has been in sales for over 30 years. His experience has confirmed that success in sales is linked to a happy customer base. He and his team understand that the implementation process is key to attaining this outcome and work closely with the on-boarding consultants to ensure a seamless transition from contract to 'live'.
Ascot Lloyd & Worksmart

We are delighted to start the New Year with the news that Ascot Lloyd have chosen our multi-award winning SM&CR solution, Accord, to manage their compliance with the SM&CR regulations.

Established in 2004, Ascot Lloyd is a company that has grown rapidly through bringing smaller IFA firms into the fold to become a stronger and larger firm. Today, Ascot Lloyd is one of the largest independently owned wealth management firms in the UK, helping individuals and businesses achieve their financial goals.

Accord will be used by over 200 employees. The company chose Worksmart after a rigorous selection process because they saw Worksmart as a better functional fit and a company they would feel comfortable partnering with over the long term.

We look forward to repaying their trust by supporting them for many years to come.


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