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People

Firefighter to adviser: Ian O'Dowd on assessing the situation

People

Firefighter to adviser: Ian O'Dowd on assessing the situation

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

clock 10 April 2024 • 4 min read
Headteacher to adviser: Kenneth Hopewell on emotional intelligence

People

Headteacher to adviser: Kenneth Hopewell on emotional intelligence

‘I like meeting people and wanted to do something where I help others’

clock 22 March 2024 • 2 min read
Titan Private Wealth names joint chief executive

People

Titan Private Wealth names joint chief executive

Mark Beddall joins as joint chief executive alongside Mark Puleikis

clock 20 March 2024 • 1 min read
Lawyer to adviser: Marcus Stirling on direct client benefit

People

Lawyer to adviser: Marcus Stirling on direct client benefit

‘Financial advice is all about commitment and people skills’

clock 01 March 2024 • 4 min read
PFS names board director and two vice presidents

People

PFS names board director and two vice presidents

Ben Wright joins as director and Carla Brown and Daniel Williams as VPs

clock 29 February 2024 • 1 min read
St James's Place co-founder Jacob Rothschild dies aged 87

People

St James's Place co-founder Jacob Rothschild dies aged 87

The advice firm which was established back in 1991

clock 26 February 2024 • 1 min read
Adviser network Vision IFP promotes managing director Zoe King to CEO

People

Adviser network Vision IFP promotes managing director Zoe King to CEO

Zoe King replaces MD Paul Sweaton who has become executive chair

clock 12 February 2024 • 1 min read
Ascot Lloyd begins search for CEO as Nigel Stockton exits

People

Ascot Lloyd begins search for CEO as Nigel Stockton exits

The IFA firm is on the lookout for a successor to Nigel Stockton

clock 01 February 2024 • 1 min read
SG Wealth Management founder Stephen Girling dies aged 61

People

SG Wealth Management founder Stephen Girling dies aged 61

Girling had been in the industry since 1978 and launched the firm in 2001

clock 02 January 2024 • 1 min read
Succession Wealth CEO James Stevenson departs after five years

People

Succession Wealth CEO James Stevenson departs after five years

Roger Marsden has been appointed to take over the role

clock 18 December 2023 • 1 min read
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