Redmill Advance is delighted to report on the unprecedented success of the Ascot Lloyd Academy

Launched in April 2023, the first inaugural academy cohort achieved an unprecedented first time pass in each of the required R0 exams towards the regulated diploma in financial planning. Redmill Advance implemented its white label learning management system to the business in 2022, providing company wide access to a vast range of support from 26 categories of digital learning across 350+ programmes including CII and CISI exam support, behavioural, soft-skills, compliance, and leadership support to name a few. In 2023 Ascot Lloyd further enhanced its support by offering a fully blended learning academy in partnership with Redmill Advance. The results from this new academy programme have been exceptional.

Established in 2004, Ascot Lloyd has grown to be a household name in the financial services sector. As a committed and responsible employer Ascot Lloyd launched the Redmill Advance digital platform and comprehensive suite of training solutions to its workforce. By providing unrestricted, anytime access, all employees benefit from Redmill Advance’s CII & CISI exam support modules, in addition to the wide-ranging catalogue of learning, including mandatory topics such as regulatory compliance, innovation and change leadership management, as well as colleague and personal wellbeing. The blended academy launch in April 2023 demonstrated the ongoing commitment of Ascot Lloyd to providing the best training support available to the market.

David Tait, Director of Redmill Advance, commented: “It was clear from the outset of discussions that Ascot Lloyd were a client focused, highly professional, and ethical organisation. Many of their values mirrored our own. The launch of the blended academy in April 2023 has yielded exceptional results with a 100% first time pass across all R0 exams as part of the delegates journey to achieving the Diploma in Financial Planning. I can’t stress enough how impressive this is, and demonstrates the exceptional commitment of each delegate, the support, and direction provided by Duncan Gregory and the wider Ascot Lloyd team and the commitment and support of the Redmill Advance team. I am delighted to have partnered with Ascot Lloyd and witnessed these incredible results, a partnership I am sure we will enjoy over many more years.”

Duncan Gregory commented “We are incredibly impressed with the support provided by David Tait and all the Redmill trainers, which has been a driving factor for the first-time pass rates that we have witnessed with our Academy Associates. The success we have seen is because of the strong dedication and commitment shows by our Associates, combined with the underlying quality of Redmill training material. This was our first Adviser Academy cohort, so we were expecting the unexpected given many of the Associates hadn’t taken exams in many years. To achieve such a great set of results both individually and collectively demonstrates that with the right support, anything is possible.”

About Redmill Advance

Redmill Advance is a financial services education provider, CPD and e-learning specialist offering CII and CISI exam, behavioural, and soft-skills support. In addition, Redmill Advance offers other learning including compliance, HR, management, leadership, and many more. In total, Redmill Advance have more than 350 learning programmes, and provide structured learning via a learning management system (LMS) blended with virtual and classroom training. Learning can be accessed 24/7 on any device and from anywhere in the world.

About Ascot Lloyd

Established in 2004, Ascot Lloyd is a company that has grown rapidly through bringing smaller IFA firms into the fold to become a stronger and larger firm.

Today we are one of the largest independently owned wealth management firms in the UK, helping individuals and businesses achieve their financial goals. Through strong governance, infrastructure, technology and support we provide a stable and reliable service to clients in a highly regulated industry. Continuously growing we have presence in the leading financial centres of London, Birmingham and Leeds as well as wide regional presence across the rest of the UK.

We offer a range of client service options with the choice of seeing an Adviser face to face or over the telephone. We pride ourselves on independence to deliver unbiased advice


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