| Date | Description |
|---|
| 2024-03-14 |
delete coo Keeley Woodcock |
| 2024-03-14 |
update person_title Keeley Woodcock: Director of Operations; Director of Operations / Childhood Ambition: to Be a Vet => Divisional Director of Operations / Childhood Ambition: to Be a Vet |
| 2024-03-14 |
update person_title Samantha Williams: APFS - Director of Technical Operations => APFS - Divisional Director of Technical Operations |
| 2022-10-25 |
update person_description Emma Baumback => Emma Baumback |
| 2022-08-21 |
insert coo Keeley Woodcock |
| 2022-08-21 |
insert person Keeley Woodcock |
| 2022-06-21 |
delete person Emma Baumback |
| 2022-04-19 |
delete person Amanda Koerner |
| 2022-04-19 |
update person_description Thomas Bradford => Thomas Bradford |
| 2022-04-19 |
update person_title Thomas Bradford: Apprentice Paraplanner => Financial Planning Administrator |
| 2021-12-01 |
delete person Tracey Townsend |
| 2021-12-01 |
insert person Amanda Koerner |
| 2021-12-01 |
insert person Callum Cole-Needham |
| 2021-12-01 |
insert person Thomas Bradford |
| 2021-07-27 |
update person_description Tracey Townsend => Tracey Townsend |
| 2021-07-27 |
update person_title Tracey Townsend: Financial Planning Administrator / Childhood Ambition: to Be a Dolphin Trainer => Trainee Paraplanner |
| 2021-05-25 |
delete person Timothy Freedlander |
| 2021-04-10 |
delete person Matheau Frith |
| 2021-04-10 |
insert person Timothy Freedlander |
| 2020-10-04 |
delete person Lucy Dickinson |
| 2020-06-27 |
insert person Matheau Frith |
| 2020-02-26 |
insert coo Keeley Woodcock |
| 2020-02-26 |
insert person Lucy Dickinson |
| 2020-02-26 |
update person_description Emma Baumback => Emma Baumback |
| 2020-02-26 |
update person_description Jillian Thomas => Jillian Thomas |
| 2020-02-26 |
update person_description Keeley Woodcock => Keeley Woodcock |
| 2020-02-26 |
update person_description Linda Whyler => Linda Whyler |
| 2020-02-26 |
update person_description Samantha Williams => Samantha Williams |
| 2020-02-26 |
update person_description Sarah Stewart => Sarah Stewart |
| 2020-02-26 |
update person_description Tracey Townsend => Tracey Townsend |
| 2020-02-26 |
update person_title Emma Baumback: Childhood Ambition: to Be a Criminal Lawyer => EFA - Independent Financial Planner |
| 2020-02-26 |
update person_title Keeley Woodcock: Childhood Ambition: to Be a Vet => Director of Operations |
| 2020-02-26 |
update person_title Linda Whyler: null => Accounts |
| 2020-02-26 |
update person_title Samantha Williams: Childhood Ambition: to Be an Army Officer => APFS - Director of Technical Operations |
| 2020-02-26 |
update person_title Sarah Stewart: Childhood Ambition: to Work in Retail => Financial Planning Assistant |
| 2020-02-26 |
update person_title Tracey Townsend: null => Financial Planning Administrator / Childhood Ambition: to Be a Dolphin Trainer |
| 2017-03-21 |
delete person James Hardwick |
| 2017-03-21 |
delete person Keeley Woodcock |
| 2017-03-21 |
delete person Nicole Vasey |
| 2017-03-21 |
delete person Samantha Williams |
| 2017-03-21 |
delete person Stuart Ibbotson |
| 2017-03-21 |
delete person Tracey Bromley |
| 2017-03-21 |
delete person Zak Bromley |
| 2017-02-04 |
delete person Frances Ford |
| 2017-02-04 |
delete person Millie Ford |
| 2017-02-04 |
insert person Nicole Vasey |
| 2016-09-25 |
delete person Honey Smith |
| 2016-09-25 |
delete person Sophie Smith |
| 2016-09-25 |
insert person Frances Ford |
| 2016-09-25 |
insert person Keeley Woodcock |
| 2016-09-25 |
insert person Millie Ford |
| 2016-07-31 |
delete person Daniel Smalley |
| 2016-06-27 |
delete person Melissa Reader |
| 2016-04-21 |
insert person Daniel Smalley |
| 2016-04-21 |
insert person Honey Smith |
| 2016-04-21 |
insert person Tracey Bromley |
| 2016-04-21 |
insert person Zak Bromley |
| 2016-03-02 |
update person_title Samantha Williams: Paraplanner => APFS - Chartered Financial Planner |
| 2016-01-26 |
delete person Peter Cook |
| 2016-01-26 |
delete person Tilly Cook |
| 2015-06-26 |
insert person Sophie Smith |
| 2015-04-03 |
delete person Daniel Clark |
| 2015-04-03 |
insert person Melissa Reader |
| 2015-04-03 |
update person_title James Hardwick: Administrative Assistant => Financial Planning Administrative Assistant |
| 2015-02-06 |
insert svp Sheffield Chamber |
| 2015-02-06 |
insert person James Hardwick |
| 2015-02-06 |
insert person Samantha Williams |
| 2015-02-06 |
insert person Sheffield Chamber |
| 2015-02-06 |
insert person Tilly Cook |
| 2015-02-06 |
update person_title Peter Cook: Financial Planner and Paraplanning Manager => Chartered Financial Planner |
| 2014-04-20 |
delete person Liz Miles |
| 2013-10-14 |
insert person Daniel Clark |
| 2013-08-21 |
delete person Nicola Prior |
| 2013-01-14 |
update person_title Peter Cook APFS |
| 2012-10-25 |
insert person Liz Miles |