| Date | Description |
|---|
| 2024-05-26 |
delete otherexecutives JENNY BELHAM |
| 2024-05-26 |
delete otherexecutives RACHAEL SMITH |
| 2024-05-26 |
delete person JENNY BELHAM |
| 2024-05-26 |
delete person JOSH GREEN |
| 2024-05-26 |
delete person NADINE SCOLES |
| 2024-05-26 |
delete person RACHAEL SMITH |
| 2024-05-26 |
update person_description BEN ALLEN => BEN ALLEN |
| 2024-05-26 |
update person_description LEAH BARTLETT => LEAH BARTLETT |
| 2024-05-26 |
update person_description SAM PHIlLIPS => SAM PHIlLIPS |
| 2023-05-22 |
delete otherexecutives MARC WARD |
| 2023-05-22 |
insert otherexecutives RACHAEL SMITH |
| 2023-05-22 |
delete person JON-PAUL ELLIS |
| 2023-05-22 |
delete person MARC WARD |
| 2023-05-22 |
delete person SUSAN HILL |
| 2023-05-22 |
update person_description LEAH BARTLETT => LEAH BARTLETT |
| 2023-05-22 |
update person_description SAM PHIlLIPS => SAM PHIlLIPS |
| 2023-05-22 |
update person_title JENNY BELHAM: Senior Paraplanner / Operations Manager; Member of the MANAGEMENT COMMITTEE; Member of the DERSINGHAM TEAM => Senior Paraplanner / Operations Manager; Member of the MANAGEMENT COMMITTEE; Member of the DERSINGHAM TEAM; Operations Manager |
| 2023-05-22 |
update person_title KIA HENSON: Client Relationship Manager & PA to Ben Allen; Member of the DERSINGHAM TEAM => Client Relationship Manager; Member of the DERSINGHAM TEAM |
| 2023-05-22 |
update person_title LEAH BARTLETT: Client Relationship Manager => Paraplanner; Member of the FAKENHAM TEAM |
| 2023-05-22 |
update person_title RACHAEL SMITH: Mortgage & Protection Adviser => Corporate & Protection Adviser; Member of the MANAGEMENT COMMITTEE |
| 2023-05-22 |
update person_title SAM PHIlLIPS: Trainee Financial Administrator => Client Relationship Manager |
| 2022-08-11 |
update person_description JOSH GREEN => JOSH GREEN |
| 2022-08-11 |
update person_title JOSH GREEN: Trainee Mortgage Adviser => Mortgage & Protection Adviser |
| 2022-05-24 |
delete person SOPHIE DREW |
| 2022-04-21 |
update person_description EDWARD W KUBIAK => EDWARD W KUBIAK |
| 2022-04-21 |
update person_title EDWARD W KUBIAK: Senior Financial Planner => Consultant |
| 2021-12-09 |
insert person SAM PHIlLIPS |
| 2021-12-09 |
insert person SUSAN HILL |
| 2021-12-09 |
update person_description REBECCA ALLEN => REBECCA ALLEN |
| 2021-09-09 |
insert person JON-PAUL ELLIS |
| 2021-08-10 |
insert person JOSH GREEN |
| 2021-07-10 |
insert person SONIA BELL |
| 2021-06-06 |
update person_title NADINE SCOLES: SUPPORT STAFF Member; Financial Administrator => SUPPORT STAFF Member; Client Relationship Manager |
| 2021-04-11 |
insert person ANDY MULLIGAN |
| 2021-01-14 |
insert person MARC WARD |
| 2021-01-14 |
insert person NADINE SCOLES |
| 2020-10-12 |
delete person CARRIE MARSHALL |
| 2020-10-12 |
update person_description CHLOE DREW => CHLOE DREW |
| 2020-10-12 |
update person_description KIA HENSON => KIA HENSON |
| 2020-10-12 |
update person_description LEAH BARTLETT => LEAH BARTLETT |
| 2020-10-12 |
update person_description TRACEY CANEY => TRACEY CANEY |
| 2020-10-12 |
update person_title KIA HENSON: Financial Administrator => Client Relationship Manager & PA to Ben Allen |
| 2020-10-12 |
update person_title TRACEY CANEY: Client Relationship Manager => Account Manager |
| 2020-05-11 |
delete person MAX RUST |
| 2020-04-10 |
insert person MAX RUST |
| 2020-04-10 |
insert person RACHAEL SMITH |
| 2020-03-06 |
update person_title CHLOE DREW: Financial Administrator; Trainee Paraplanner => Paraplanner; Financial Administrator |
| 2020-03-06 |
update person_title KIA HENSON: Trainee Financial Administrator => Financial Administrator |
| 2020-03-06 |
update person_title LEAH BARTLETT: Trainee Financial Administrator => Client Relationship Manager |
| 2019-08-19 |
insert person KIA HENSON |
| 2019-07-13 |
delete person Ward Gethin Archer |
| 2019-06-03 |
update person_title JENNY BELHAM: PARAPLANNING MANAGER => SENIOR PARAPLANNER / OPERATIONS MANAGER |
| 2019-06-03 |
update person_title TRACEY CANEY: FINANCIAL ADMINISTRATION MANAGER => CLIENT RELATIONSHIP MANAGER |
| 2019-04-01 |
delete person LISA PERKINS |
| 2019-04-01 |
delete person MOLLY SANDS |
| 2019-04-01 |
update person_title CHLOE DREW: FINANCIAL ADMINISTRATOR => Financial Administrator; TRAINEE PARAPLANNER |
| 2018-12-12 |
delete person JESS HARDING |
| 2018-12-12 |
delete person KEVIN BANKS-DUNNELL |
| 2018-12-12 |
insert person LEAH BARTLETT |
| 2018-12-12 |
insert person MOLLY SANDS |
| 2018-12-12 |
insert person SOPHIE DREW |
| 2018-12-12 |
insert person Ward Gethin Archer |
| 2018-12-12 |
update person_description BEN ALLEN => Ben Allen |
| 2018-12-12 |
update person_description MICHAEL CRISP => MICHAEL CRISP |
| 2018-12-12 |
update person_title JENNY BELHAM: SENIOR PARAPLANNER => PARAPLANNING MANAGER |
| 2018-12-12 |
update person_title TRACEY CANEY: OFFICE MANAGER => FINANCIAL ADMINISTRATION MANAGER |
| 2018-01-29 |
insert person LISA PERKINS |
| 2018-01-29 |
update person_description BEN ALLEN => BEN ALLEN |
| 2017-12-07 |
delete person DAVID IRVING |
| 2017-12-07 |
insert person JESS HARDING |
| 2017-09-23 |
insert otherexecutives MICHAEL CRISP |
| 2017-09-23 |
delete person DANIEL YOULES |
| 2017-09-23 |
update person_title MICHAEL CRISP: INDEPENDENT FINANCIAL ADVISER; Chartered Financial Planner => DIRECTOR; Chartered Financial Planner |
| 2017-07-03 |
delete person LEWIS GOACHER |
| 2017-07-03 |
insert person DAVID IRVING |
| 2017-05-17 |
insert person CHLOE DREW |
| 2017-05-17 |
update person_description BEN ALLEN => BEN ALLEN |
| 2017-05-17 |
update person_description MICHAEL CRISP => MICHAEL CRISP |
| 2017-03-13 |
insert person KEVIN BANKS-DUNNELL |
| 2016-09-25 |
insert person REBECCA ALLEN |
| 2016-02-04 |
insert person Michael Crisp |
| 2015-04-13 |
insert person Jenny Belham |
| 2015-01-03 |
insert person Edward W Kubiak |
| 2015-01-03 |
insert person Tracey Caney |