Institute for Financial Wellbeing temporarily changes name and unveils exec team

Cannot yet call itself an institute

Sophie King
clock • 1 min read

The Institute for Financial Wellbeing has unveiled its seven-strong executive team and revealed a temporary name change.

The programme's executive team is made up of a myriad of advisers, including Henwood Court managing director Nick Platt, Magenta Financial Planning chief executive Julie Lord, Elite Financial Consulting adviser Karen Taylor and Ovation Finance director and Chartered financial planner Tom Morris. The Money Panel founder Catherine Morgan is also on the team, as well as Plan Works director Nathan Fryer and the initiative's founder, Ovation Finance chairman and Financial Wellbeing Podcast presenter Chris Budd. Budd said the name of the initiative has been temporarily changed from The Inst...

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