Richard has worked in Financial Services for his entire career, spending the past 20 years building and running platforms for Old Mutual, Novia and Aegon. Prior to this he spent his formative years at Prudential in a variety of Operational and IT/Change Roles.
Richard joined Aegon after they purchased Novia Investment Services a start-up business launched to provide Aegon with an outsourced platform. In 2015 Richard was appointed Chief Operating Officer for Aegon where he was responsible for Customer Services, IT and Change. He was also integral to the completion of the Cofunds and Blackrock purchases and subsequent integrations.
Richard has been married for 20 years and lives just outside Bath. He loves travelling, golf and anything relating to history – with a special interest in World War 1 and World War 2.
Justin joined Ascentric in November 2014 to head up the Business Development function and was subsequently promoted to Head of Sales in April 2015. He is responsible for both intermediated sales on the Ascentric platform as well as managing institutional partners.
Justin has over 15 years’ experience within the Financial Services sector working for both financial planning businesses and wrap platforms. Before joining Ascentric, Justin was at AXA Wealth for 12 years where he held roles in Compliance, Finance and Sales.
Justin has a degree in Economics and Geography from the University of Portsmouth.
Gary is the Ascentric Transformation Director having joined in June 2016, initially as Programme Director of the replatforming activity. Gary joined from Royal London where he'd worked as Group Head of Operational Risk since June 2014.
Gary transferred to Royal London on the acquisition of the CIS (Co-op) Life and Pensions acquisition in 2013 where he was the Commercial Director. Before joining CIS, in a 30+ year career, Gary has undertaken a range of senior operation and delivery roles, primarily in UK financial services but also in the UK and US energy sector.
Before joining Ascentric in October 2017, Lee held a number of senior operational positions in Royal London, in both the consumer and intermediary divisions.
Lee has over 20 years’ experience working in financial services, in a variety of roles spanning Operations, Change, project management, Risk and Sales. His experience outside of Royal London includes Legal and General, Lloyds Banking Group and HSBC.
Outside of work, Lee splits his time equally between supporting Southampton FC and providing free taxi rides for his daughter.
Meet a few members of our business development team to find out how we can support you.
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 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.
In my current role as Strategic Partnerships Manager, I work with the extensive range of third parties whose products and services are available through the platform, particularly DFMs and fund managers. I am responsible for building and maintaining relationships with key partners where the combination of our respective propositions creates mutually beneficial opportunities.
With 17 years of experience in Financial Services, both as an IFA and with Ascentric, my aim is to utilise my working knowledge and experience of the intermediated market to support both advisers and providers in delivering their propositions most effectively. I’m very much of the view that strong relationships are at the heart of delivering mutually beneficial business partnerships.
I work with businesses of all sizes on both the IFA and provider side and my time is split between more conventional business development work with our partners and consultancy services with our advisory users. On a practical level, the work with our users tends to focus on helping them shape and deliver their investment proposition within the wider context of their overall client offering.
Want to know what training opportunities are available to you? Or how to utilise the platform’s full capabilities? Our training resources are on hand to help and guide you.
If you’d like to find out about what we can do for you and your business, please get in touch.
Our Platform Adoption team are on hand to set you up on the platform and make sure you’ve got everything you need to get the most out of it.
I joined Ascentric in April 2020, following 16 years at Royal London. I’d worked in protection and pensions, before progressing to leading the implementation team.
People, culture and values are real drivers for me. Throughout my career I’ve had the opportunity to work and learn from some incredible colleagues. Empowerment is key, and as they say, no idea is a bad idea!
Outside work, I enjoy spending time with my two wonderful nieces, or visiting family in Cyprus and Miami. And I’m a keen foodie - though that plays havoc with the training I’m doing for my first marathon (New York).
Telephone: 07919 170444
With over 23 years in financial services, I have vast relationship management experience. Since joining Ascentric in 2008 I’ve delivered extensive training programmes and consultative reviews to our adviser firms.
I know how important it is to understand how each business operates. By tailoring training to people’s needs I help you get the best out of the Ascentric platform. It's extremely satisfying seeing the positive outcomes and how we can support your business success.
When I'm away from work you'll normally find me walking with my family near my home in the Cumbrian fells. I’m aiming to get to grips with paddle boarding on Ullswater in the not-too-distant future!
Telephone: 07590 778144
Working with financial advisers for over 30 years (I started exceedingly young!), I’ve seen working practices change beyond recognition. Something that remains constant is the support everyone needs to learn, implement change and grow their business.
Joining Ascentric in 2013 gave me a great opportunity to help businesses grow by showing advisers how to get the very best out of our platform. My favourite part is that I get to meet new people every day. For me, everything begins with listening and asking the right questions which, with my experience of training and relationship management, I’m now very good at!
Away from work, I love travel, theatre and gin tasting (it’s all about the garnish!)
Telephone: 07739 719318
I've spent most of the last two decades working within the financial services sector, with a range of roles from medical underwriting to complaint management, and have been with Ascentric since 2013.
Since joining, I've worked across the business. I’ve gained knowledge and expertise both in using the platform, and in identifying how best to collaborate with our advisers to make sure what we do, and how we support them, always puts the customer first.
When not at work I like to watch far too many films, and read far too many books (mostly horror admittedly).
Starting in the Ascentric Customer Services team in 2013, I built up lots of hands-on operational experience and a strong knowledge of our platform and processes. In 2018, I moved into the business development and onboarding team.
I love learning and building my skills and I enjoy finding ways to further grow my knowledge. Day to day, I make sure we deliver the best possible outcome for our customers.
Outside work, I’m a proud father of one and I’ve always been a keen traveller – I’m always planning my next adventure.
Telephone: 07702 112705
I joined Ascentric in 2017 at a really exciting time, as we implemented our new technology. I worked in the New Business team, quickly becoming an expert on our processes and getting clients set up in the most seamless way.
Moving to the Platform Adoption team, I now work in closer partnership with firms and make sure they’re getting the best from the platform and from our wider support teams. I love understanding how each firm is different and tailoring individual solutions to your needs.
Outside work you’ll find me in the garden tending to my vegetable patch or in the kitchen baking some sweet treats for the team!
Telephone: 07595 411921
Thinking about joining Ascentric or already signing up? Here’s what you can expect as you get started on the platform.