ALLISONS FINANCIAL PLANNING LIMITED - History of Changes


DateDescription
2023-10-20 delete person Lewis Armstrong
2023-09-11 delete person Claire Kusper
2023-09-11 delete person Samantha Dorcey
2023-09-11 delete person Stacey Tinsley
2023-08-09 insert person Claire Kusper
2023-08-09 update person_description Stacey Tinsley => Stacey Tinsley
2023-07-06 delete person Catherine Miller
2023-07-06 insert person James Quigley
2023-07-06 update person_description Stacey Tinsley => Stacey Tinsley
2023-06-03 delete otherexecutives Anthony Singleton
2023-06-03 delete person Eddie Miller
2023-06-03 update person_description Rob Gilbert => Rob Gilbert
2023-06-03 update person_title Anthony Singleton: Non - Exec Director; Exec Director => Board Adviser
2023-04-20 delete person Emma Barnes
2023-04-20 delete person Lisa Scott
2023-04-20 insert person Lisa Collins
2023-04-20 insert person Rachael Dearden
2023-04-20 update person_description Dominika Wilczynska => Dominika Wilczynska
2023-04-20 update person_description Emma Schofield => Emma Schofield
2023-04-20 update person_description Stacey Tinsley => Stacey Tinsley
2023-03-19 insert person Emma Barnes
2023-03-19 insert person Lewis Armstrong
2023-02-16 delete person Emma Barnes
2023-02-16 delete person Paul Barnard
2023-02-16 update person_title Catherine Miller: Protection Adviser => Protection Planner
2023-02-16 update person_title Dominika Wilczynska: Financial Administrator => Client Support
2023-02-16 update person_title Eddie Miller: Protection Adviser => Protection Planner
2023-02-16 update person_title Nina Nickson: Administrator; Client Services Support => Administrator; Client Support
2023-02-16 update person_title Samantha Dorcey: Senior Financial Administrator => Client Support
2023-02-16 update person_title Stacey Tinsley: Client Services Support => Client Support
2023-01-15 insert person Lisa Scott
2023-01-15 update person_description Catherine Miller => Catherine Miller
2023-01-15 update person_title Catherine Miller: Protection Adviser / Client Services Support => Protection Adviser
2023-01-15 update person_title Emma Schofield: Receptionist => Client Support
2022-12-14 delete person Claire Haggerty
2022-12-14 insert person Nina Nickson
2022-12-14 update person_description Dominika Wilczynska => Dominika Wilczynska
2022-11-13 delete person Dominique Morrissey
2022-11-13 insert person Eddie Miller
2022-11-13 insert person Emma Schofield
2022-09-11 delete person Luke Martin
2022-07-11 delete person Holly Gray
2022-07-11 delete person Lee Welch
2022-07-11 insert person Dominique Morrissey
2022-07-11 update person_title Samantha Dorcey: Financial Administrator => Senior Financial Administrator
2022-06-10 insert person Dominika Wilczynska
2022-06-10 update person_title Catherine Miller: Mortgage & Protection Administrator => Protection Adviser / Client Services Support
2022-06-10 update person_title Stacey Tinsley: Mortgage & Protection Administrator => Client Services Support
2022-05-11 delete coo Kirsty Lyons
2022-05-11 insert otherexecutives Kirsty Lyons
2022-05-11 update person_title Kirsty Lyons: Operations Director => Head of Operations
2022-03-10 delete person Laura Gray
2022-03-10 delete person Natalie Welsh
2021-09-06 delete person James Robinson
2021-06-22 insert person James Robinson
2021-06-22 update person_description Sadie Haunch => Sadie Haunch
2021-06-22 update person_title Sadie Haunch: Trainee Financial Administrator => Financial Administrator
2020-10-09 update person_title Samantha Dorcey: Financial Administrator => Senior Financial Administrator
2020-07-28 insert person Holly Gray
2020-07-28 update person_description Kirsty Lyons => Kirsty Lyons
2020-07-28 update person_description Laura Gray => Laura Gray
2020-07-28 update person_description Sadie Haunch => Sadie Haunch
2020-07-28 update person_title Kirsty Lyons: Office Manager => Business Manager
2020-07-28 update person_title Laura Gray: Mortgage & Protection Administrator => Trainee Mortgage Adviser
2020-07-28 update person_title Sadie Haunch: Administrator; Receptionist => Trainee Financial Administrator
2020-02-26 insert person Rhian Bright
2020-02-26 update person_description Claire Haggerty => Claire Haggerty
2020-02-26 update person_title Claire Haggerty: Financial Administrator => Trainee Financial Adviser
2020-01-26 insert person Sadie Haunch
2020-01-26 update person_description Allie Baglow => Allie Baglow
2020-01-26 update person_description Kirsty Lyons => Kirsty Lyons
2020-01-26 update person_description Laura Gray => Laura Gray
2020-01-26 update person_description Samantha Dorcey => Samantha Dorcey
2020-01-26 update person_description Sarah Higgs => Sarah Higgs
2019-07-23 delete otherexecutives Lisa Marsh
2019-07-23 delete person Kathryn Mullacrane
2019-07-23 delete person Lisa Marsh
2019-05-19 insert otherexecutives Lisa Marsh
2019-05-19 insert person Lisa Marsh
2019-03-04 insert person Claire Haggerty
2019-03-04 insert person Kathryn Mullacrane
2019-03-04 update person_description Natalie Welsh => Natalie Welsh
2019-03-04 update person_title Natalie Welsh: Investment Paraplanner => Financial Administrator in November 2017 Having Previously Worked for Schofield Hall; Mortgage & Protection Adviser
2018-08-27 update person_description Samantha Dorcey => Samantha Dorcey
2018-08-27 update person_title Laura Gray: Administrator => Mortgage & Protection Administrator
2018-08-27 update person_title Natalie Welsh: Financial Administrator => Investment Paraplanner
2018-08-27 update person_title Samantha Dorcey: Investment Administrator => Financial Administrator
2018-08-27 update person_title Sarah Higgs: Mortgage Adviser; Adviser => Adviser; Mortgage & Protection Adviser
2017-12-23 insert person Natalie Welsh
2017-11-14 delete person Anthony Gregori
2017-11-14 update person_description Samantha Dorcey => Samantha Dorcey
2017-10-14 delete person Gemma Fry
2017-07-26 insert person Gemma Fry
2017-07-26 update person_description Samantha Dorcey => Samantha Dorcey
2017-06-23 delete person Emily Gaskell
2017-06-23 insert person Laura Gray
2017-05-09 update person_description Emily Gaskell => Emily Gaskell
2017-05-09 update person_description Samantha Dorcey => Samantha Dorcey
2017-05-09 update person_title Samantha Dorcey: Trainee Mortgage Adviser => Investment Administrator
2017-03-07 insert person Sarah Higgs
2016-12-11 insert person Anthony Gregori
2016-12-11 insert person Emily Gaskell
2016-12-11 update person_description Kirsty Lyons => Kirsty Lyons
2016-12-11 update person_description Mark Ryan => Mark Ryan
2016-12-11 update person_description Samantha Dorcey => Samantha Dorcey
2016-12-11 update person_title Mark Ryan: Senior Financial Advisor => Senior Financial Adviser
2016-12-11 update person_title Samantha Dorcey: Financial Administrator => Trainee Mortgage Adviser
2013-04-21 delete person Bev Elliot