Beaufort Group has today announced the appointment of Jade Connolly as Chief Operating Officer.
Jade takes over from Clive Goldthorpe, who has taken the decision to step back from day-to-day involvement in the business at the end of March 2021, but will continue to provide guidance to the business on a consultancy basis. As Chief Operating Officer, Jade will be responsible for leading on all operational, compliance and financial aspects for the Group.
Prior to joining Beaufort Group, Jade held a range of senior operational roles at Ascot Lloyd. Before this, she worked as Head of Paraplanning at Thomas Miller Investment. She is a Chartered Financial Planner, Fellow of the Personal Finance Society and holds a distinction in the Institute of Directors Certificate in Company Direction.
Announcing the appointment, Derrick Dunne, CEO said: “It’s clear that Jade puts client satisfaction at the heart of everything she does, which makes her the perfect person for this role. As we look to further expand our proposition, her proven track record in combining technical knowledge with delivering optimal client outcomes will be a huge asset to us. We are very pleased to welcome her to the team.
“We are also hugely grateful to Clive for all he has done for the business and are delighted he will remain involved in a consultancy capacity after working closely with Jade to hand over his responsibilities in the coming months.”
Commenting on her new position, Jade Connolly said: “Demand for outstanding financial advice and investment services continues to increase and I am delighted to be joining Beaufort Group at this crucial time. Clive has made an invaluable contribution to the business over the last eight years and I look forward to building on his work and playing my part in the firm’s future development.”