| Date | Description |
|---|
| 2024-04-02 |
delete person SANDRA TOOLE |
| 2024-04-02 |
insert person PAULA HOPKINS |
| 2023-07-07 |
delete person EMMA MCGINTY |
| 2023-07-07 |
insert person SUE PASZYC |
| 2023-07-07 |
update person_title CLAIRE JONES: TRAINEE PARAPLANNER => PARAPLANNER |
| 2023-07-07 |
update person_title JADE ANDREWS: ADMINISTRATOR => SENIOR ADMINISTRATOR |
| 2023-04-19 |
delete person Ann Summers |
| 2023-04-19 |
delete person Jacqueline Gold |
| 2023-03-19 |
insert person Ann Summers |
| 2023-03-19 |
insert person Jacqueline Gold |
| 2023-02-15 |
delete person LISA BOWLES |
| 2022-07-10 |
insert person CLAIR CARTER |
| 2022-07-10 |
insert person CLARE BENNETT |
| 2022-07-10 |
update person_description Gary Bottriell => Gary Bottriell |
| 2021-08-09 |
delete person Steve Wozniak |
| 2021-07-09 |
insert person Steve Wozniak |
| 2021-01-15 |
delete person Erika Davies |
| 2020-03-31 |
delete person Erika Jones |
| 2020-03-31 |
insert person Debbie Haynes |
| 2020-03-31 |
insert person Emma McGinty |
| 2020-03-31 |
insert person Erika Davies |
| 2020-03-31 |
update person_title Claire Jones: Administrator => Trainee Paraplanner |
| 2020-03-31 |
update person_title Jane Preston: Key Member; Senior Financial Planner; Associate of the Chartered Insurance Institute => Key Member; Associate of the Chartered Insurance Institute; Senior Paraplanner |
| 2020-03-31 |
update person_title Sandra Toole: Compliance Assistant => Compliance Manager |
| 2019-10-28 |
insert person Claire Jones |
| 2019-10-28 |
update person_description Lisa Bowles => Lisa Bowles |
| 2019-08-28 |
delete person Suzanne Bonner |
| 2019-05-23 |
update person_description Andy Sibbick => Andy Sibbick |
| 2019-05-23 |
update person_title Andy Sibbick: APFS - Chartered Financial Planner => Chartered Financial Planner; Partner |
| 2019-05-23 |
update person_title Lisa Bowles: Senior Administrator => Administration Team Manager |
| 2018-12-20 |
delete person Richard Williams |
| 2018-12-20 |
insert person Jade Andrews |
| 2018-12-20 |
insert person Paul Mortimer |
| 2018-12-20 |
update person_title Lisa Bowles: Administrator => Senior Administrator |
| 2018-08-13 |
delete person Steven Norman |
| 2018-08-13 |
insert person Suzanne Bonner |
| 2018-08-13 |
update person_description Lisa Bowles => Lisa Bowles |
| 2018-08-13 |
update person_description Richard Williams => Richard Williams |
| 2018-08-13 |
update person_title Richard Williams: Trainee Financial Planner => Financial Planner |
| 2018-01-14 |
update person_title Lisa Bowles: Administration Assistant; Member of the Administration Team => Administrator; Member of the Administration Team |
| 2017-08-20 |
insert person Erika Jones |
| 2017-08-20 |
insert person Sarah Templeman |
| 2017-08-20 |
update person_title Jane Preston: Key Member; Financial Planner; Associate of the Chartered Insurance Institute => Key Member; Senior Financial Planner; Associate of the Chartered Insurance Institute |
| 2017-07-20 |
update person_title Andy Sibbick: Map - Financial Planner => APFS - Chartered Financial Planner |