FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
You are currently accessing Professional Adviser via your Enterprise account.
If you already have an account please use the link below to sign in.
If you have any problems with your access or would like to request an individual access account please contact our customer service team.
Phone: +44 (0) 1858 438800
Email: [email protected]
Search Professional Adviser
Also linked to US treasury secretary role
Leaving role within few months
Three advisers have their say …
After four years in role
Recruited from SEI Investments
Incumbent John Whiting to retire
Former FCA technical specialist goes independent
To work alongside CEO, Alan Beaney
Held since 2014
Investigation pending since 2013