| Date | Description |
|---|
| 2024-03-16 |
insert coo Jennie Snooks |
| 2024-03-16 |
delete person Emma Richardson |
| 2024-03-16 |
insert person Stacey Chamberlain |
| 2024-03-16 |
update person_title Daniel Rudden: Administrator => Financial Planning Assistant |
| 2024-03-16 |
update person_title Jennie Snooks: Operations Manager => Operations Director |
| 2023-09-26 |
delete chiefinvestmentofficer Tracey Payne |
| 2023-09-26 |
delete person Ciaran Ross-Thomas |
| 2023-09-26 |
update person_title Tracey Payne: Investment Director => Chartered Investment Director |
| 2023-07-21 |
delete person Daniella Wilby |
| 2023-06-15 |
update person_title Alicia Buckingham: Technical Manager; Their Technical Manager => Chartered Financial Planner |
| 2022-11-27 |
insert person Daniel Brooks |
| 2022-11-27 |
insert person Daniel Rudden |
| 2022-11-27 |
insert person Daniella Wilby |
| 2022-10-27 |
delete person Susana Duarte |
| 2022-07-23 |
delete person Eva Fitton |
| 2022-07-23 |
delete person James Porter |
| 2022-07-23 |
insert person Ciaran Ross-Thomas |
| 2022-07-23 |
insert person Emma Richardson |
| 2022-07-23 |
update person_title Susana Duarte: Trainee Financial Planning Assistant => Financial Planning Assistant |
| 2022-04-20 |
delete person Ellen Wood |
| 2022-02-07 |
update person_description Tracey Payne => Tracey Payne |
| 2021-12-01 |
insert person Eva Fitton |
| 2021-12-01 |
insert person James Porter |
| 2021-05-25 |
delete person Jacques Howell |
| 2021-05-25 |
insert person Sean Banks |
| 2021-05-25 |
update person_description Susana Duarte => Susana Duarte |
| 2021-05-25 |
update person_title Susana Duarte: Client Administrator => Trainee Financial Planning Assistant |
| 2021-04-08 |
delete person Samuel Martin |
| 2019-12-04 |
delete person Jodie Richards |
| 2019-12-04 |
insert person Jodie Norman |
| 2019-12-04 |
update person_description Hannah Bibby => Hannah Bibby |
| 2019-12-04 |
update person_description Jacques Howell => Jacques Howell |
| 2019-12-04 |
update person_description Tracey Payne => Tracey Payne |
| 2019-11-03 |
update person_description Sam Martin => Sam Martin |
| 2019-11-03 |
update person_title Jacques Howell: Senior Administrator => Financial Planning Assistant |
| 2019-11-03 |
update person_title Sam Martin: Senior Administrator => Financial Planning Assistant |
| 2019-10-04 |
update person_description Ben Nolan => Ben Nolan |
| 2019-09-04 |
delete personal_emails be..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails da..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails el..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails ha..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails ja..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails je..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails jo..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails ke..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails sa..@herbertscott.co.uk |
| 2019-09-04 |
delete personal_emails tr..@herbertscott.co.uk |
| 2019-09-04 |
insert personal_emails be..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails da..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails el..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails ha..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails ja..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails je..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails jo..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails ke..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails sa..@herbertscott.uk |
| 2019-09-04 |
insert personal_emails tr..@herbertscott.uk |
| 2019-09-04 |
insert person Susana Duarte |
| 2019-09-04 |
update person_description Ellen Wood => Ellen Wood |
| 2019-09-04 |
update person_description Jennie Snooks => Jennie Snooks |
| 2019-09-04 |
update person_description Jodie Richards => Jodie Richards |
| 2019-09-04 |
update person_title Ben Nolan: Paraplanner => Chartered Financial Planner |
| 2019-09-04 |
update person_title Jacques Howell: Administrator => Senior Administrator |
| 2019-09-04 |
update person_title Jodie Richards: Client Relationship Manager => Financial Planning Assistant |
| 2019-09-04 |
update person_title Sam Martin: Administrator => Senior Administrator |
| 2019-01-21 |
update person_title Jennie Snooks: Client Relationship Manager => Operations Manager |
| 2017-11-30 |
insert person Ellen Wood |
| 2017-11-01 |
delete person Jennie Lancaster |
| 2017-11-01 |
insert person Jennie Snooks |
| 2017-11-01 |
update person_title Hannah Bibby: Paraplanner => Practice Manager |
| 2017-08-07 |
update person_description Hannah Bibby => Hannah Bibby |
| 2017-08-07 |
update person_description Jacques Howell => Jacques Howell |
| 2017-08-07 |
update person_description Jodie Richards => Jodie Richards |
| 2017-05-24 |
delete coo Angela Honey |
| 2017-05-24 |
delete person Angela Honey |
| 2017-02-09 |
insert person Sam Martin |
| 2017-01-03 |
update person_title Jennie Lancaster: Administrator => Client Relationship Manager |
| 2017-01-03 |
update person_title Jodie Richards: Administrator => Client Relationship Manager |
| 2016-06-13 |
update person_description Jacques Howell => Jacques Howell |
| 2016-04-02 |
update person_description Jacques Howell => Jacques Howell |
| 2016-02-12 |
update person_description Jacques Howell => Jacques Howell |
| 2016-01-15 |
update person_description Jacques Howell => Jacques Howell |
| 2015-11-09 |
delete person Nathan Faraday |
| 2015-11-09 |
update person_description Jacques Howell => Jacques Howell |
| 2015-10-11 |
insert personal_emails ja..@herbertscott.co.uk |
| 2015-10-11 |
insert person Jacques Howell |
| 2015-07-14 |
update person_description Jodie Richards => Jodie Richards |
| 2015-06-15 |
update person_description Jodie Richards => Jodie Richards |
| 2015-05-18 |
delete person Lucy O'Neill |
| 2015-05-18 |
insert person Nathan Faraday |
| 2015-05-18 |
update person_description Jodie Richards => Jodie Richards |
| 2015-04-16 |
update person_description Lucy O'Neill => Lucy O'Neill |
| 2015-03-19 |
update person_description Lucy O'Neill => Lucy O'Neill |
| 2015-02-12 |
delete personal_emails cl..@herbertscott.co.uk |
| 2015-02-12 |
insert coo Angela Honey |
| 2015-02-12 |
delete person Claire Hudson |
| 2015-02-12 |
insert person Lucy O'Neill |
| 2015-02-12 |
update person_title Angela Honey: Office Manager => Operations Director |
| 2014-10-25 |
update person_description Jodie Richards => Jodie Richards |
| 2014-09-23 |
update person_description Jodie Richards => Jodie Richards |
| 2014-08-16 |
update person_description Jodie Richards => Jodie Richards |
| 2014-05-29 |
update person_description Jodie Richards => Jodie Richards |
| 2014-04-22 |
update person_description Jodie Richards => Jodie Richards |
| 2014-02-06 |
update person_description Jodie Richards => Jodie Richards |
| 2014-01-22 |
update person_description Jodie Richards => Jodie Richards |
| 2014-01-08 |
insert personal_emails ha..@herbertscott.co.uk |
| 2014-01-08 |
insert person Hannah Bibby |
| 2014-01-08 |
update person_description Jodie Richards => Jodie Richards |
| 2013-01-09 |
update person_title Kevin Scott FPFS |