A Financial Planning firm’s head of private clients has left to join another advice firm.

Ian Balgarnie has exited John Lamb Financial Planning to join Ascot Lloyd. He will take on the newly created role of business development director.

Mr Balgarnie spent more than two years as head of private clients, leading and managing the bespoke offering, his new firm said. He has over 30 years of experience in the financial services industry at a senior management level and as a Financial Planner.

Mr Balgarnie said: “Ascot Lloyd has an impressive reputation in the industry and I look forward to contributing to the ongoing success of the firm.”

Prior to joining John Lamb, he spent four years at Baker Tilly Financial Services, which was acquired by Towry in 2007.

During his time at the company, he held a number of senior roles including southern regional director, sales manager and head of wealth planning. He also held roles at Brown Shipley, Platinum Portfolio and Wesleyan Financial Services.

Ascot Lloyd, which described itself as a national Independent Financial Adviser firm specialising in Financial Planning, wealth management and corporate benefit solutions, has made two other recent appointments.

The firm hired chief financial officer Iain Balchin and two non-executive directors, Stuart Dyer and Patrick Muir, as the company continued to expand.

Richard Dunbabin, chief executive, Ascot Lloyd said: “Ian’s knowledge and experience of private client relationship management will strengthen our team and enable us to enhance the quality of our offering. He will drive sales growth and profitability at an exciting time in our development.”

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