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.