Greg Mullins will lead the firm’s outsourced investment offering to IFAs
Andrew Shepherd to retire after 22 years with the group
Advisers need to work on deeper relationships with clients’ children
Guy Flintham persuaded investors to put £19m in an investment scheme
‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’
‘I like meeting people and wanted to do something where I help others’
Mark Beddall joins as joint chief executive alongside Mark Puleikis
‘Financial advice is all about commitment and people skills’
Ben Wright joins as director and Carla Brown and Daniel Williams as VPs
The advice firm which was established back in 1991