Meet a few members of our business development team to find out how we can support you.
Our Business Development Team
Steve White - Joint Head of Business Development
In my current role, as Joint Head of Business Development, my team and I are responsible for managing the relationship between our customers and Ascentric. We spend a lot of time working with our customers to gain a detailed understanding of their business goals and also their working practices, which is essential if we are to help them grow their businesses in line with their expectations.
Having joined Ascentric in the summer of 2008 when we had 40 staff in the business and £400m of Assets Under Administration, it’s hard to believe the rate of growth of our business since then.
One thing that has not changed and is still core to our values today is that the Adviser firms who are our customers are at the centre of everything we do and our proposition is designed to enable them to be successful.
Enzo Sanfelice - Joint Head of Business Development
With over 25 years in Financial Services sales; 10 of that in the Platform space, the aim remains the same, to have a real impact in growing business in a way that meets both the needs of our company and you, the adviser. It’s really important for us to ensure we create strong partnerships with the right people and that we do this in the right way.
In my current role, as Joint Head of Business Development, I am responsible for not only leading the acquisition of new customers but also the growth of a talented and focused sales team. Something I’m proud to say we’ve worked hard to develop and evolve.
I have a wealth of experience of working with small, medium and large sized advisory businesses, focusing on business development and business consultancy; specifically on building and evolving client propositions. There is nothing more satisfying than to be seen by our customers as having been integral to the success of their businesses.
Tom Corneill - Head of Platform Consulting
The most important thing to us as a business and a team is that we understand who you are, what your clients need and what works for you as a plan for the future. We try to understand you as early on in the relationship as possible and from there we help you to use the platform to maximum effect for you. We offer a variety of training methods (site visits, webinars, videos and more) to ensure you get the right help at the time you need it most.
I joined the team in March 2010 in one of our fastest growth periods ever. It was a rollercoaster! I've had hands on experience working directly with our customers, which has enabled me to build my role by sharing ideas, testing theories and being creative. I've enjoyed all parts of the learning curve, particularly now consulting with some of our biggest clients who I helped bring onto the platform when they were starting out.
We want to work with you on an ongoing basis; we aim to consult with all of our firms regularly to make sure we're doing all we can to continually support you and also to ensure that we evolve in line with your needs.
I'm also a regular contributor to The Exchange.
If you need a consultation or any basic training, please speak to your BDM and we'll be in touch.
Andy Zanelli - Senior Technical Consultant
With over 27 years’ experience in this profession the one thing I do know is that the pace of change in legislation and regulation is not slowing down. This is where my role with Ascentric fits in, providing technical insight and expertise to advisers allowing them to grow their business.
The challenge, for many, is not what the changes ‘say’ it is knowing what they actually ‘mean’. This is relevant in relation to both the adviser business and the client, who both want to know what threats and opportunities the changes present. After that it’s important to understand what changes need to be considered when advising client segments that are affected, either to mitigate any threat or to take advantage of an opportunity.
I have a wealth of experience in understanding the changes and what they mean to clients across pensions, savings, lump sum investments, tax and trusts. Traditionally delivered through 1:1 meetings, workshops, seminars, articles and technical queries I am keen to understand any other ways that advisers want this detail to be delivered. I look forward to working with you to deliver quality financial planning for clients and growing a beneficial business partnership.