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People

Former president Anthony Ward leaves PFS board

People

Former president Anthony Ward leaves PFS board

Served as president from March 2023 and his tenure was due to be extended

clock 17 October 2024 • 2 min read
From accountant to adviser: Catherine Morgan on moving from numbers to advice

People

From accountant to adviser: Catherine Morgan on moving from numbers to advice

‘I feel lucky that the profession has moved and matured as I have’

clock 17 October 2024 • 3 min read
Chartered financial planning firm Attivo names Jo French as CEO

People

Chartered financial planning firm Attivo names Jo French as CEO

Joins after being business transformation director at Schroders

clock 14 October 2024 • 2 min read
FNZ chairman Lord Leitch dead at 76

People

FNZ chairman Lord Leitch dead at 76

Tributes paid to late financial services ‘visionary’

clock 07 October 2024 • 2 min read
Close Brothers CEO takes medical leave of absence

People

Close Brothers CEO takes medical leave of absence

Finance director Mike Morgan to take over

clock 17 September 2024 • 1 min read
Financial planning firm Paradigm Norton names Philippa Hann as CEO

People

Financial planning firm Paradigm Norton names Philippa Hann as CEO

To take on the role in 2025, succeeding Barry Horner

clock 05 September 2024 • 2 min read
From tree surgeon to IFA: Nick Champion on growing his career

People

From tree surgeon to IFA: Nick Champion on growing his career

Nick Champion joined Hoxton Wealth in March as a trainee wealth adviser

clock 03 September 2024 • 3 min read
Ascot Lloyd names Francis Jackson as chief executive

People

Ascot Lloyd names Francis Jackson as chief executive

Replacing Nigel Stockton who set to leave the IFA firm in February

clock 27 August 2024 • 2 min read
Baillie Gifford names managing partner and CEO as Telfer retires

People

Baillie Gifford names managing partner and CEO as Telfer retires

Telfer has spent more than 33 years at Baillie Gifford

clock 16 August 2024 • 1 min read
Orbis Investments names head of UK retail business as Bradshaw retires

People

Orbis Investments names head of UK retail business as Bradshaw retires

Matthew Spencer takes on the leadership role

clock 15 August 2024 • 1 min read
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