People

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

Zoe King replaces MD Paul Sweaton who has become executive chair