| Date | Description |
|---|
| 2024-10-06 |
update person_title Harjit Karam: Relationship Manager => Business Development Executive |
| 2024-08-04 |
update person_description Amber Wakley => Amber Wakley |
| 2024-08-04 |
update person_description Dave Hunt => Dave Hunt |
| 2024-08-04 |
update person_description Emma Angell => Emma Angell |
| 2024-08-04 |
update person_description Fran Sansom => Fran Sansom |
| 2024-08-04 |
update person_description Harjit Karam => Harjit Karam |
| 2024-08-04 |
update person_description Ian Jarvis => Ian Jarvis |
| 2024-08-04 |
update person_description Jenna Goode => Jenna Goode |
| 2024-08-04 |
update person_description Jennifer Bromley => Jennifer Bromley |
| 2024-08-04 |
update person_description Jinal Sachdev => Jinal Sachdev |
| 2024-08-04 |
update person_description Laura Cosgrove => Laura Cosgrove |
| 2024-08-04 |
update person_description Leslie McLintic => Leslie McLintic |
| 2024-08-04 |
update person_description Louise Jarram => Louise Jarram |
| 2024-08-04 |
update person_description Lyn Bartlett => Lyn Bartlett |
| 2024-08-04 |
update person_description Nikki Pearman => Nikki Pearman |
| 2024-08-04 |
update person_description Ruth Maloney => Ruth Maloney |
| 2024-08-04 |
update person_description Steve Harvey => Steve Harvey |
| 2024-06-07 |
delete person Zachary Gallagher |
| 2024-04-09 |
delete person Barbara Dams |
| 2024-04-09 |
delete person Julie Bettison |
| 2024-03-10 |
insert person Laura Cosgrove |
| 2024-03-10 |
update person_title Jenna Goode: Client Team Manager => Pension Manager |
| 2023-01-28 |
insert otherexecutives Jennifer Bromley |
| 2023-01-28 |
update person_description Jenny Bromley => Jennifer Bromley |
| 2023-01-28 |
update person_title Jennifer Bromley: Onboarding & Investments Team Manager => Compliance Officer |
| 2022-09-23 |
delete person Jenna Rodger |
| 2022-09-23 |
insert person Jenna Goode |
| 2022-05-20 |
update person_title Harjit Karam: Onboarding & Investments Team Leader => Onboarding & Investments Team Manager |
| 2022-05-20 |
update person_title Jenna Rodger: Client Team Manager => Training & Development Manager |
| 2022-05-20 |
update person_title Jenny Bromley: Onboarding & Investments Team Leader => Onboarding & Investments Team Manager |
| 2022-04-18 |
delete person Julie Hulatt |
| 2022-04-18 |
insert person Julie Bettison |
| 2022-04-18 |
update person_description Fran Sansom => Fran Sansom |
| 2022-04-18 |
update person_description Harjit Karam => Harjit Karam |
| 2022-04-18 |
update person_description Jenna Rodger => Jenna Rodger |
| 2022-04-18 |
update person_description Jenny Bromley => Jenny Bromley |
| 2020-01-19 |
delete managingdirector Leslie McLintic |
| 2020-01-19 |
delete managingdirector Steve Harvey |
| 2020-01-19 |
delete otherexecutives Leslie McLintic |
| 2020-01-19 |
insert otherexecutives Steve Harvey |
| 2020-01-19 |
update person_title Leslie McLintic: Financial Adviser; Chairman; Group Managing Director; Managing Director => Financial Adviser; Chairman |
| 2020-01-19 |
update person_title Steve Harvey: Managing Director; Independent Financial Adviser => Group Managing Director; Independent Financial Adviser |
| 2018-11-17 |
delete person Victoria Leer |
| 2018-11-17 |
insert person Victoria Briggs |
| 2018-11-17 |
update person_description Julie Hulatt => Julie Hulatt |
| 2018-04-07 |
update person_title Julie Hulatt: SSAS Technical Co - Ordinator => Procedures & Training Manager |
| 2016-04-18 |
update person_title Simon Adams: Business Liaison Team Manager => Business Liason Team Manager |
| 2015-08-10 |
delete person Ruth Goddard |
| 2015-08-10 |
update person_description Simon Adams => Simon Adams |
| 2015-08-10 |
update person_title Simon Adams: Client Team Manager => Business Liaison Team Manager |
| 2015-03-05 |
update person_title Julie Hulatt: Senior Client Team Manager => SSAS Technical Co - Ordinator |
| 2014-11-26 |
delete cmo Ian Jarvis |
| 2014-11-26 |
insert cio Matthew Forman |
| 2014-11-26 |
insert otherexecutives Ian Jarvis |
| 2014-11-26 |
update person_title Barbara Dams: Financial Manager => Head of Financial Administration |
| 2014-11-26 |
update person_title Emma Dutson: Team Leader; Finance => Financial Administration Team Manager |
| 2014-11-26 |
update person_title Fran Sansom: Client Services Manager => Head of Pensions Administration |
| 2014-11-26 |
update person_title Ian Jarvis: Marketing Director => Business Development Director |
| 2014-11-26 |
update person_title Julie Hulatt: Client Account Executive => Senior Client Team Manager |
| 2014-11-26 |
update person_title Lyn Bartlett: Senior Pensions Administrator => Client Team Manager |
| 2014-11-26 |
update person_title Matthew Forman: Senior Pensions Administrator & IT Co - Ordinator => Technical Specialist; Head of IT |
| 2014-11-26 |
update person_title Ruth Goddard: Business Liaison Officer => Business Liaison Team Manager |
| 2014-11-26 |
update person_title Simon Adams: Senior Pensions Administrator => Client Team Manager |
| 2014-11-26 |
update person_title Victoria Leer: Operations and Compliance Manager => Head of Operations & Compliance; Operations and Compliance Manager |
| 2014-09-24 |
delete person Sheena Ravalia |
| 2014-04-22 |
insert person Emma Dutson |
| 2014-04-22 |
insert person Victoria Leer |
| 2013-10-31 |
insert person Lyn Bartlett |
| 2013-10-31 |
insert person Ruth Goddard |
| 2013-10-31 |
insert person Simon Adams |
| 2013-07-09 |
delete ceo Leslie McLintic |
| 2013-07-09 |
delete otherexecutives Steve Harvey |
| 2013-07-09 |
insert ceo Steve Harvey |
| 2013-07-09 |
insert otherexecutives Leslie McLintic |
| 2013-07-09 |
update person_title Leslie McLintic: Financial Adviser; Chairman; Managing Director of the Well Established; Managing Director => Financial Adviser; Chairman; Group Managing Director; Managing Director of the Well Established |
| 2013-07-09 |
update person_title Steve Harvey: Independent Financial Adviser; Director => Managing Director; Independent Financial Adviser |
| 2012-10-25 |
insert person Steve Harvey |