| Date | Description |
|---|
| 2024-03-10 |
delete cmo Jo Hudspeth |
| 2024-03-10 |
insert cmo Jo Bradbury |
| 2024-03-10 |
delete person Colm McDonnell |
| 2024-03-10 |
delete person Jo Hudspeth |
| 2024-03-10 |
delete person Katie Winks |
| 2024-03-10 |
insert person Alex Whiteley |
| 2024-03-10 |
insert person Dianne Gascoigne |
| 2024-03-10 |
insert person Emma Unsworth |
| 2024-03-10 |
insert person Jo Bradbury |
| 2024-03-10 |
insert person Katie Stather |
| 2024-03-10 |
insert person Lee Thompson |
| 2024-03-10 |
update person_title Thomas Lee: Deputy Manager IFA => Head of Advice |
| 2023-08-17 |
delete cfo Craig English |
| 2023-08-17 |
insert cfo Alistair Stewart |
| 2023-08-17 |
delete person Craig English |
| 2023-08-17 |
insert person Alistair Stewart |
| 2023-07-14 |
delete cmo Emma Padwick-Graham |
| 2023-07-14 |
insert cmo Jo Hudspeth |
| 2023-07-14 |
delete person Emma Padwick-Graham |
| 2023-07-14 |
update person_title Colm McDonnell: Independent Financial Adviser => Head of Advice |
| 2023-07-14 |
update person_title Jo Hudspeth: Marketing Manager => Head of Marketing |
| 2023-04-01 |
insert chiefriskofficer Julie Darlington |
| 2023-04-01 |
insert cmo Emma Padwick-Graham |
| 2023-04-01 |
insert person Emma Padwick-Graham |
| 2023-04-01 |
insert person Julie Darlington |
| 2023-02-28 |
delete chairman Andrew Megson |
| 2023-02-28 |
delete secretary Bernie Dunlop |
| 2023-02-28 |
insert ceo Andrew Megson |
| 2023-02-28 |
insert person Mark Robinson |
| 2023-02-28 |
update person_title Andrew Megson: Executive Chairman => Chief Executive Officer |
| 2023-02-28 |
update person_title Bernie Dunlop: HR Director; Company Secretary => HR Director |
| 2022-11-24 |
insert otherexecutives Lily Megson |
| 2022-11-24 |
insert person Lily Megson |
| 2022-08-20 |
delete person Amy Oxtaby |
| 2022-08-20 |
delete person Jo Shelley |
| 2022-08-20 |
insert person Aqib Ramzan |
| 2022-08-20 |
insert person Jo Hudspeth |
| 2022-04-17 |
insert chro Bernie Dunlop |
| 2022-04-17 |
insert coo Daniel Green |
| 2022-04-17 |
insert secretary Bernie Dunlop |
| 2022-04-17 |
delete person Caitlin Pugh |
| 2022-04-17 |
insert person Paul Goulden |
| 2022-04-17 |
update person_title Bernie Dunlop: HR Manager & PA to Executive Chairman; Member of the Leadership Team => HR Director; Member of the Leadership Team; Company Secretary |
| 2022-04-17 |
update person_title Daniel Green: Chief Technology & Marketing Officer; Member of the Leadership Team => Member of the Leadership Team; Operations Director |
| 2021-12-15 |
insert person Caitlin Pugh |
| 2021-06-20 |
insert person Bernie Dunlop |
| 2021-05-19 |
insert vpsales Kyle Simpson |
| 2021-05-19 |
delete person Bethany Catchpole |
| 2021-05-19 |
delete person Kyle Hopkins |
| 2021-05-19 |
insert person Colm McDonnell |
| 2021-05-19 |
insert person Jo Shelley |
| 2021-05-19 |
insert person Katie Winks |
| 2021-05-19 |
update person_title Kyle Simpson: Retirement Specialist Sales Manager => Head of Sales |
| 2020-09-26 |
delete person Chloe Watt |
| 2020-09-26 |
insert person Amy Oxtaby |