WHATELEY WEALTH MANAGEMENT - History of Changes


DateDescription
2024-04-14 delete personal_emails ja..@whateleywm.co.uk
2024-04-14 delete person Jack Smith
2024-03-14 delete person Chris Kaba
2024-03-14 delete person Lisa Gilsenan
2024-03-14 insert person Kelly Shephard
2024-03-14 insert person Michelle Johnson
2024-03-14 update person_description Jack Whateley => Jack Whateley
2024-03-14 update person_description Michael Jones => Michael Jones
2024-03-14 update person_title Michael Jones: Office Manager => Mortgage & Protection Adviser
2023-09-23 delete person Adil Iqbal
2023-09-23 delete person Sir Michael Parkinson
2023-09-23 insert person Chris Kaba
2023-08-21 delete person Helen Ray
2023-08-21 insert person Adil Iqbal
2023-08-21 insert person Sir Michael Parkinson
2023-07-18 delete person Hena Parekh
2023-07-18 delete person Jennifer Holloway
2023-07-18 delete person Stella Creasy
2023-07-18 insert person Helen Ray
2023-05-03 delete person Michael Vaughan
2023-05-03 insert person Stella Creasy
2023-04-01 insert person Michael Vaughan
2023-03-01 insert personal_emails ja..@whateleywm.co.uk
2023-03-01 delete person Isla Bryson
2023-03-01 delete person Nadhim Zahawi
2023-03-01 insert person Jack Smith
2023-03-01 insert person Jennifer Holloway
2023-03-01 update person_description Hena Parekh => Hena Parekh
2023-03-01 update person_title Ellie-Jade Whalley: null => IFA Administrator
2023-03-01 update person_title Hena Parekh: IFA Administrator => Independent Financial Adviser
2023-01-28 insert person Gurveer Atwal
2023-01-28 insert person Isla Bryson
2023-01-28 insert person Nadhim Zahawi
2022-10-25 delete person King Charles
2022-09-23 delete person Tara Adams
2022-09-23 insert person King Charles
2022-09-23 update person_description Michael Jones => Michael Jones
2022-06-20 delete person Cherelle Lee
2022-06-20 delete person Maria Cockayne
2022-06-20 insert person Michael Jones
2022-06-20 update person_description Jack Whateley => Jack Whateley
2022-06-20 update person_title Hena Parekh: Mortgage & Protection Administrator => IFA Administrator
2022-06-20 update person_title Jack Whateley: Administrator => Mortgage & Protection Administrator
2022-04-18 delete person Tony Thursfield
2022-04-18 delete person Tracy Callaghan
2022-04-18 insert person Cherelle Lee
2022-04-18 insert person Ellie-Jade Whalley
2022-04-18 insert person Tara Adams
2022-04-18 update person_description Hena Parekh => Hena Parekh
2022-04-18 update person_title Hena Parekh: Mortgage & Protection Adviser => Mortgage & Protection Administrator
2022-04-18 update person_title Jack Whateley: null => Administrator
2021-10-01 insert person Tracy Callaghan
2021-08-31 delete person Katie Cox
2021-08-31 delete person Laura Tricklebank
2021-08-31 insert person Hena Parekh
2021-08-31 insert person Jack Whateley
2021-08-31 insert person Lisa Gilsenan
2021-04-09 delete person Michelle Johnson
2021-01-15 delete person Georgia Savage
2021-01-15 delete person Steve Chalke
2021-01-15 update person_title Daisy Whateley: Mortgage & Protection Adviser => IFA and Mortgage & Protection Adviser
2020-09-26 delete person Hena Parekh
2020-09-26 delete person Jack Whateley
2020-09-26 delete person Matt Hancock
2020-09-26 delete person Vanessa Ewers
2020-09-26 insert person Steve Chalke
2020-09-26 update person_description Nicola Whateley => Nicola Whateley
2020-09-26 update person_title Nicola Whateley: Director, Independent Financial Adviser => Director, Chartered Financial Planner
2020-07-17 insert person Matt Hancock
2020-06-17 delete person Rich List
2020-05-17 delete person Dominic Raab
2020-05-17 insert person Katie Cox
2020-05-17 insert person Rich List
2020-04-17 insert person Dominic Raab
2020-03-18 delete person Matthew McVerry
2020-02-16 insert person Hena Parekh
2020-02-16 insert person Terri Snead
2020-02-16 update person_description Georgia Savage => Georgia Savage
2019-12-16 delete person Jean Fergusson
2019-12-16 delete person Lee Harrison
2019-12-16 delete person Prince Andrew
2019-11-15 delete person Kirsten Wardlaw
2019-11-15 insert person Jean Fergusson
2019-11-15 insert person Prince Andrew
2019-11-15 insert person Vanessa Ewers
2019-07-20 delete person Laura Tricklebank
2019-07-20 insert person James Reid
2019-07-20 insert person Laura Trickebank
2019-07-20 update person_title Maria Cockayne: Office Manager; Member of the Administration Team => Trainee Mortgage and Protection Adviser
2019-04-27 delete person Tony Thursfield
2019-04-27 update person_title Elaine Mead: Financial Services Administrator & Assistant to Tony Thursfield => Financial Services Administrator
2018-03-29 insert person Elaine Mead
2018-03-29 insert person Laura Tricklebank
2018-03-29 insert person Maria Cockayne
2018-03-29 update person_description Georgia Savage => Georgia Savage
2018-03-29 update person_description Jane Mitchell => Jane Mitchell
2018-03-29 update person_title Jane Mitchell: Financial Services Administrator & Marketing Co - Ordinator => Financial Services Administrator, Assistant to Nicola Whateley & Marketing Co - Ordinator
2018-03-29 update person_title Lee Harrison: Financial Services Administrator => Financial Services Administrator & Assistant to John Harrison
2018-03-29 update person_title Matt McVerry: Financial Services Administrator => Financial Services Administrator & Assistant to Nasreen Akhter
2017-11-28 delete person Ellesse Moran-Nabi
2017-11-28 delete person Jennifer Brotherton
2017-11-28 insert person Emma Daly
2017-08-10 insert person Ellesse Moran-Nabi
2017-08-10 insert person Georgia Savage
2017-07-10 update person_description Tony Thursfield => Tony Thursfield
2017-07-10 update person_title Tony Thursfield: Mortgage and Protection Adviser => Independent Financial Adviser
2017-05-01 update person_title Daisy Whateley: Trainee Mortgage and Protection Adviser => Mortgage and Protection Adviser
2017-02-03 insert person John Harrison
2017-02-03 insert person Lee Harrison
2017-02-03 update person_description Jane Mitchell => Jane Mitchell
2017-02-03 update person_description Matt McVerry => Matt McVerry
2017-02-03 update person_title Daisy Whateley: Mortgage and Protection Administrator => Trainee Mortgage and Protection Adviser
2017-02-03 update person_title Nicola Whateley: Independent Financial Adviser => Director / Independent Financial Adviser
2016-12-06 update person_description Jane Mitchell => Jane Mitchell
2016-12-06 update person_description Jennifer Brotherton => Jennifer Brotherton
2016-12-06 update person_description Matt McVerry => Matt McVerry
2016-12-06 update person_description Nasreen Akhter => Nasreen Akhter
2016-12-06 update person_description Tony Thursfield => Tony Thursfield
2016-10-25 insert person Babita Nahal
2016-10-25 insert person Daisy Whateley
2016-10-25 insert person Jane Mitchell
2016-10-25 insert person Matt McVerry
2016-10-25 insert person Nasreen Akhter
2016-10-25 insert person Tony Thursfield
2016-10-25 update person_description Jennifer Brotherton => Jennifer Brotherton