Ascentric, the independent wrap platform, announces the appointments of Suzanne Lacey and Max Newman as Business Development Managers in the South West and South East respectively.
Suzanne Lacey has more than 20 years experience working in the financial services industry. Most recently, she was a Platform Consultant with Axa Elevate, having held a number of client facing roles at Axa and Allianz Cornhill. Suzanne will be responsible for the South West region.
Max Newman has worked in adviser facing roles for 11 years at the Prudential and most recently with Aegon. He will be responsible for providing transition support to advisers in the South East region.
Richard Goodall, Sales & Marketing Director at Ascentric said, I am delighted that we are able to make such high calibre appointments in Su and Max. Advisers want a strong engagement from their wrap partners to help them fully embrace the new model. As both appointments already have a very strong track in working with firms to review their business models, I am confident they will prove to be great assets for Ascentric as we continue to grow our business.
D.C.