| Date | Description |
|---|
| 2024-04-17 |
delete chairman Lucien Trathen |
| 2024-04-17 |
delete founder Lucien Trathen |
| 2024-04-17 |
delete personal_emails lu..@ksisltd.co.uk |
| 2024-04-17 |
delete person Lucien Trathen |
| 2024-04-17 |
update person_description Dexter Cockle => Dexter Cockle |
| 2024-04-17 |
update person_title Dexter Cockle: Independent Financial Adviser => Head of Financial Planning / Chartered Financial Planner; Financial Planner; Head of Financial Planning |
| 2024-04-17 |
update person_title Jade Swain: Senior Financial Services Administrator => Paraplanner Support |
| 2023-09-27 |
delete otherexecutives Chris Blackmore |
| 2023-09-27 |
delete personal_emails ch..@ksisltd.co.uk |
| 2023-09-27 |
delete person Chris Blackmore |
| 2023-04-03 |
insert personal_emails ja..@ksisltd.co.uk |
| 2023-04-03 |
insert person James Edge |
| 2023-01-30 |
insert ceo Tom Wandless |
| 2023-01-30 |
insert person Tracy Wood |
| 2023-01-30 |
update person_description Chris Blackmore => Chris Blackmore |
| 2023-01-30 |
update person_description Lucien Trathen => Lucien Trathen |
| 2023-01-30 |
update person_title Tom Wandless: Head of Financial Planning => Chief Executive Officer |
| 2022-10-26 |
delete personal_emails ch..@ksisltd.co.uk |
| 2022-10-26 |
insert personal_emails au..@ksisltd.co.uk |
| 2022-10-26 |
insert personal_emails ma..@ksisltd.co.uk |
| 2022-10-26 |
delete person Chris Messenger |
| 2022-10-26 |
insert person Audrey Mynhardt |
| 2022-10-26 |
insert person Dexter Cockle |
| 2022-10-26 |
insert person Marc Bohanna |
| 2022-10-26 |
update person_description Katy Green => Katy Green |
| 2022-09-24 |
delete personal_emails ab..@ksisltd.co.uk |
| 2022-09-24 |
delete personal_emails ja..@ksisltd.co.uk |
| 2022-09-24 |
delete personal_emails ry..@ksisltd.co.uk |
| 2022-09-24 |
delete person Abby McKechnie |
| 2022-09-24 |
delete person Jack Basford |
| 2022-09-24 |
delete person Ryan Congdon |
| 2022-07-23 |
delete person Tom French |
| 2022-06-21 |
insert personal_emails ch..@ksisltd.co.uk |
| 2022-06-21 |
insert person Chris Messenger |
| 2022-06-21 |
update person_title Henry Clayton: Financial Planner => Independent Financial Adviser |
| 2022-06-21 |
update person_title Jack Basford: Financial Planner => Independent Financial Adviser |
| 2022-06-21 |
update person_title Liz Bloomfield: Financial Planner => Independent Financial Adviser |
| 2022-05-21 |
insert personal_emails ry..@ksisltd.co.uk |
| 2022-05-21 |
insert person Ryan Congdon |
| 2022-03-20 |
update person_title Tom Wandless: Financial Planner => Head of Financial Planning |
| 2021-12-19 |
delete ceo Wes Nixon |
| 2021-12-19 |
delete personal_emails we..@ksisltd.co.uk |
| 2021-12-19 |
delete person Mark Newman |
| 2021-12-19 |
delete person Wes Nixon |
| 2021-12-19 |
update person_description Abby McKechnie => Abby McKechnie |
| 2021-12-19 |
update person_description Karen Dickinson => Karen Dickinson |
| 2021-12-19 |
update person_title Jack Basford: Associate Financial Planner => Financial Planner |
| 2021-12-19 |
update person_title Karen Dickinson: Office Manager => Operations Manager |
| 2021-09-30 |
delete personal_emails an..@ksisltd.co.uk |
| 2021-09-30 |
delete personal_emails ca..@ksisltd.co.uk |
| 2021-09-30 |
delete personal_emails jo..@ksisltd.co.uk |
| 2021-09-30 |
delete person Andy FitzMaurice |
| 2021-09-30 |
delete person Caroline Roscorla |
| 2021-09-30 |
delete person Joanna Reynolds |
| 2021-09-30 |
insert person Tom French |
| 2021-09-30 |
update person_title Nicola Dunstan: null => Executive Assistant |
| 2021-04-07 |
delete personal_emails jo..@ksisltd.co.uk |
| 2021-04-07 |
insert personal_emails jo..@ksisltd.co.uk |
| 2021-04-07 |
delete person Joanne Reynolds |
| 2021-04-07 |
insert person Joanna Reynolds |
| 2020-10-10 |
insert personal_emails ja..@ksisltd.co.uk |
| 2020-10-10 |
insert person Jack Basford |
| 2020-10-10 |
update person_description Nicola Dunstan => Nicola Dunstan |
| 2020-10-10 |
update person_title Nicola Dunstan: Senior Financial Services Administrator => null |
| 2020-06-29 |
delete managingdirector Lucien Trathen |
| 2020-06-29 |
insert ceo Wes Nixon |
| 2020-06-29 |
insert chairman Lucien Trathen |
| 2020-06-29 |
insert founder Lucien Trathen |
| 2020-06-29 |
insert personal_emails we..@ksisltd.co.uk |
| 2020-06-29 |
insert person Katy Green |
| 2020-06-29 |
insert person Wes Nixon |
| 2020-06-29 |
update person_description Nicola Dunstan => Nicola Dunstan |
| 2020-06-29 |
update person_title Abby McKechnie: Paraplanner Support => Financial Services Administrator |
| 2020-06-29 |
update person_title Lucien Trathen: Managing Director => Chairman; Founder |
| 2020-06-29 |
update person_title Nicola Dunstan: null => Senior Financial Services Administrator |
| 2019-08-28 |
insert personal_emails an..@ksisltd.co.uk |
| 2019-08-28 |
insert personal_emails li..@ksisltd.co.uk |
| 2019-08-28 |
insert person Angela Reid |
| 2019-08-28 |
insert person Liz Bloomfield |
| 2018-09-29 |
insert person Mark Newman |
| 2017-10-16 |
delete personal_emails al..@ksisltd.co.uk |
| 2017-10-16 |
delete person Alison Hall |
| 2017-01-19 |
delete personal_emails ka..@ksisltd.co.uk |
| 2017-01-19 |
insert personal_emails al..@ksisltd.co.uk |
| 2017-01-19 |
delete person Kat Bryant |
| 2017-01-19 |
insert person Alison Hall |
| 2017-01-19 |
update person_description Abby McKechnie => Abby McKechnie |
| 2017-01-19 |
update person_description Carri Irving => Carri Irving |
| 2017-01-19 |
update person_title Abby McKechnie: Office Administrator => Paraplanner Support |
| 2017-01-19 |
update person_title Carri Irving: Corporate Supervisor => Paraplanner Support |
| 2017-01-19 |
update person_title Karen Dickinson: Office Supervisor => Office Manager |
| 2015-09-01 |
update person_description Karen Dickinson => Karen Dickinson |
| 2015-09-01 |
update person_description Kat Bryant => Kat Bryant |
| 2015-09-01 |
update person_title Kat Bryant: Marketing and Compliance => Paraplanner Support |
| 2015-07-27 |
delete personal_emails ka..@ksisltd.co.uk |
| 2015-07-27 |
delete person Kathryn Pitt |
| 2015-05-09 |
insert personal_emails ab..@ksisltd.co.uk |
| 2015-05-09 |
insert personal_emails ka..@ksisltd.co.uk |
| 2015-05-09 |
insert person Abby McKechnie |
| 2015-05-09 |
insert person Kathryn Pitt |
| 2015-03-11 |
delete personal_emails ka..@ksisltd.co.uk |
| 2015-03-11 |
update person_description Karen Dickinson => Karen Dickinson |
| 2015-03-11 |
update person_description Kat Bryant => Kat Bryant |
| 2015-03-11 |
update person_description Nicola Dunstan => Nicola Dunstan |
| 2015-03-11 |
update person_title Karen Dickinson: Office Manager => Office Supervisor |
| 2015-03-11 |
update person_title Kat Bryant: Paraplanner Support => Marketing and Compliance |
| 2015-03-11 |
update person_title Nicola Dunstan: Compliance and Fee Administrator => null |
| 2015-02-05 |
delete personal_emails ga..@ksisltd.co.uk |
| 2015-02-05 |
delete person Gareth Hall |
| 2014-10-29 |
delete personal_emails am..@ksisltd.co.uk |
| 2014-10-29 |
insert otherexecutives Chris Blackmore |
| 2014-10-29 |
insert personal_emails ga..@ksisltd.co.uk |
| 2014-10-29 |
delete person Amanda Griffin |
| 2014-10-29 |
delete person Michael Seagrove |
| 2014-10-29 |
insert person Gareth Hall |
| 2014-10-29 |
update person_description Jade Swain => Jade Swain |
| 2014-10-29 |
update person_description Karen Dickinson => Karen Dickinson |
| 2014-10-29 |
update person_description Kat Bryant => Kat Bryant |
| 2014-10-29 |
update person_description Rosalyn McShea => Rosalyn McShea |
| 2014-10-29 |
update person_title Chris Blackmore: Financial Planner => Director |
| 2014-10-29 |
update person_title Jade Swain: Financial Services Administrator => Senior Financial Services Administrator |
| 2014-10-29 |
update person_title Karen Dickinson: Paraplanner Support & Office Manager => Office Manager |
| 2014-10-29 |
update person_title Kat Bryant: Financial Services Administrator => Paraplanner Support |
| 2014-10-29 |
update person_title Nicola Dunstan: Compliance & Commission Administrator => Compliance and Fee Administrator |
| 2014-10-29 |
update person_title Rosalyn McShea: Financial Services Administrator => Paraplanner Support |
| 2014-05-29 |
insert personal_emails ka..@ksisltd.co.uk |
| 2014-05-29 |
delete person Tracy Daniels |
| 2014-05-29 |
insert person Karen Dickinson |