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  • Raymond James Wealth Management appoints new CEO

     

    US-owned wealth manager and Financial Planner Raymond James and Charles Stanley has appointed Kim Jenson as interim CEO, subject to regulatory approval, after CEO Paul Abberley stepped down.

  • New Progeny CEO as Neil Moles steps down

    Financial Planner and professional services firm Progeny Group has appointed Tom Wood as chief executive to replace founder Neil Moles who is stepping back from the business.

  • Perspective appoints new chief operating officer

    Financial Planning firm Perspective has appointed former Kingswood COO Harriet Griffin as chief operating officer, a new role for the group.

  • Quilter Cheviot poaches new head of advice from 7IM

    Quilter Cheviot, the high net worth division of Quilter, has appointed 7IM’s Colin Rowe as head of advice, subject to regulatory approval.

  • WBR Group appoints Leicester lawyer

    SSAS provider and tax adviser WBR Group has appointed corporate lawyer Roy Botterill as director of law.

  • @sipp appoints chief operating officer after MBO

    Pensions and SIPP provider @sipp has promoted finance director Steve Lancaster to a newly-created role of chief operating officer role after he was one of the two people behind a management buy-out of the firm earlier this year.

  • Evelyn appoints 2 business development managers

    Wealth manager and Financial Planner Evelyn Partners has appointed two new business development managers to help support the continued growth of its IFA business.

  • Piers White

    PFS appoints independent chair

    The Personal Finance Society has appointed experienced financial services CEO Piers White as its first independent chair, a new role created by the organisation following its internal governance review completed last year.  

  • Nucleus

    Wrap platform Nucleus appoints new directors

  • Sheldon Mills

    FCA appoints new director of competition

  • Clara-Pensions

    Clara-Pensions appoints veteran Churchill as new chairman

  • Paul Smith

    Brown Shipley hires Chartered Planner as client director

  • Embark Group

    Embark hires raft of new senior execs in expansion drive

  • Fiducia managing director Gordon Kearney welcomes new company director Susie Laws.

    Fiducia appoints Chartered Financial Planner as new director

  • James Hay

    James Hay boosts support to advisers with new hires

  • Lee Ramsden

    Wealth planner appoints new director in Manchester

  • boosst logo

    Boosst appoints two during lockdown

  • Bryan Parkinson

    Punter Southall Aspire appoints new head of Financial Planning

  • In a statement announcing his appointment Mr Blanc focused on the CII’s work in the insurance space and did not touch on the ongoing controversial plans for CII subsidiary the Personal Finance Society

    CII appoints Blanc as new President

  • Andrew Lewin

    Tilney appoints investment director in London

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