Ascentric bolsters adviser support with appointment of Andy Zanelli
4 January 2017
Ascentric today announces the appointment of Andy Zanelli as Senior Technical Consultant. Andy, who begins his role today, joins Ascentric from AXA, where he has an extensive background in providing technical support for financial planners, having spent the past eight years as Head of Technical Consultancy for AXA Wealth.
Prior to this he was a Senior Technical Sales Manager for AXA Life and has 27 years’ financial services experience in strategy, product proposition and marketing, as well as being a seasoned technical speaker. He is also a Fellow of the Personal Finance Society and a Chartered Financial Planner.
Andy will report to Justin Blower, Head of Sales at Ascentric, and will be responsible for developing and implementing a market leading adviser technical support function particularly focused on interpreting and communicating how changes in tax and regulation will impact financial advisers.
Sarah Lyons, Head of Marketing at Ascentric, said: “The appointment of Andy is a key step for Ascentric as we look to build on our offering for financial planners. Andy’s extensive experience working with advisers on the technical challenges facing their clients will be a real asset to our business. Financial planners are being called upon to deliver a highly sophisticated service and Andy’s deep technical insight into this area will help deliver the support which advisers tell us that they’re looking for. Andy will be a real complement to Ascentric as we continue to broaden and strengthen our proposition throughout 2017 and beyond.”
Commenting on his appointment, Andy Zanelli, Senior Technical Consultant, said: “Today’s high end financial advisers and their clients face an increasingly intricate web of tax and regulatory challenges. “I look forward to developing Ascentric’s role as a provider of both the tools and the sophisticated insights being asked for by these advisers, to help them to take advantage of the opportunities these challenges present.”
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Notes to editors:
1. A photo of Sarah Lyons is available on request.
About Royal London:
Royal London is the largest mutual life, pensions and investment company in the UK, with Group funds under management of £101 billion. Group businesses provide around 9.1 million policies and employ 3,179 people. (Figures quoted are as at 30 September 2016).
Ascentric, IFDL and Fundsdirect are trading names of Investment Funds Direct Limited (IFDL).
Investment Funds Direct Limited was founded in 1982, and Fundsdirect launched as the UK’s first online fund supermarket in December 1999. Since that time, the company has built on its reputation as a leading UK fund supermarket to provide Financial Advisers with a Wrap platform under the brand name of Ascentric. It provides a full white label solution for institutional clients requiring bespoke technology and administrative services.
Ascentric is a Wrap platform, available exclusively to financial advisers and offers a fully integrated online investment management and dealing platform. It also enables advisers to transfer their clients’ assets onto a single platform to provide them with the ability to manage their client’s financial needs in just one place.