QUESTA FINANCIAL SERVICES - History of Changes


DateDescription
2024-04-14 insert person Oli Billington
2024-04-14 update person_description Lily Hoskisson => Lily Hoskisson
2024-04-14 update person_title Lily Hoskisson: Client Support => Mortgage Consultant / Client Support
2024-03-14 delete person Susanne Greenwood
2024-03-14 delete person Yasmin Lester
2024-03-14 update person_description Richard Openshaw => Richard Openshaw
2024-03-14 update person_title Molly Clayton: Trainee Financial Planner => Financial Planner
2024-03-14 update person_title Richard Openshaw: Paraplanner => Financial Planner ( QWFP ); QWFP Adviser
2023-08-22 delete personal_emails ch..@questachartered.co.uk
2023-08-22 delete person Chris Blackburn
2023-07-19 update person_description Molly Clayton => Molly Clayton
2023-07-19 update person_title Molly Clayton: Graduate Trainee => Trainee Financial Planner
2023-07-19 update person_title Yasmin Lester: Questa in 2018 As an Administrator; Client Support => in 2018 As an Administrator; Trainee Financial Planner
2023-04-03 update person_description Yasmin Lester => Yasmin Lester
2022-06-21 insert person Matt Smith
2022-06-21 update person_description Molly Clayton => Molly Clayton
2021-06-27 delete person Adelle McNiven
2021-05-26 insert person Lily Hoskisson
2021-05-26 update person_description Richard Openshaw => Richard Openshaw
2021-01-16 delete person Ben Saunders
2021-01-16 insert person Molly Clayton
2021-01-16 update person_description Yasmin Lester => Yasmin Lester
2021-01-16 update person_title Amy Holloway: Administrator => Client Administrator
2021-01-16 update person_title Janet Withers: Senior Administrator => Client Support Manager
2021-01-16 update person_title Pip Barker: Senior Administrator => Client Support Manager
2021-01-16 update person_title Ralph Dowds: Financial Planner => Paraplanner
2021-01-16 update person_title Yasmin Lester: Administrator; Receptionist => Receptionist; Client Support
2020-09-23 update person_title Chris Blackburn: Senior Financial Planner => Consultant
2020-02-14 insert person Adelle McNiven
2020-02-14 update person_description Susanne Garrod => Susanne Garrod
2019-08-10 insert coo Dina Patel
2019-08-10 insert person Angelica Rothwell
2019-08-10 update person_description Ralph Dowds => Ralph Dowds
2019-08-10 update person_title Catherine Wells: Financial Planner => Senior Financial Planner
2019-08-10 update person_title Dina Patel: Operations Executive => Operations Director
2019-08-10 update person_title Gary Hitchen: Financial Planner => Senior Financial Planner
2019-08-10 update person_title Michaela Morris: Paraplanner => Senior Paraplanner
2019-08-10 update person_title Ralph Dowds: Graduate Trainee; Member of Fylde RFC 1 St XV => Financial Planner
2019-08-10 update person_title Yasmin Lester: Receptionist => Administrator; Receptionist
2019-01-04 delete personal_emails na..@questachartered.co.uk
2019-01-04 delete person Nadia Nay
2019-01-04 insert person Yasmin Lester
2018-11-05 delete personal_emails ka..@questachartered.co.uk
2018-11-05 delete personal_emails ni..@questachartered.co.uk
2018-11-05 delete person Kate Pedler
2018-11-05 delete person Nisha Chauhan
2018-11-05 insert person Ben Saunders
2018-11-05 insert person Michaela Morris
2018-11-05 insert person Susanne Greenwood
2018-11-05 update person_title Dina Patel: Senior Paraplanner => Operations Executive
2016-12-27 update person_title Janet Withers: Administrator => Senior Administrator
2016-12-27 update person_title Nisha Chauhan: Graduate Trainee => Administrator
2016-08-11 update person_description Nadia Nay => Nadia Nay
2016-07-06 insert personal_emails ja..@questachartered.co.uk
2016-07-06 insert personal_emails ja..@questachartered.co.uk
2016-07-06 insert personal_emails ni..@questachartered.co.uk
2016-07-06 insert person Janet Withers
2016-07-06 insert person Janette Jackson
2016-07-06 insert person Nisha Chauhan
2015-04-23 delete person Jonathan Taylor
2014-11-26 insert personal_emails ka..@questachartered.co.uk
2014-11-26 insert person Kate Pedler
2014-07-12 insert personal_emails tr..@questachartered.co.uk
2014-07-12 delete person Matt Smith
2014-07-12 insert person Tracey Forster
2013-10-10 update person_title Stuart Dewin: Director & Chartered Financial Planner => Director, Fellow & Chartered Financial Planner
2013-08-27 insert person Jonathan Taylor
2013-07-14 insert personal_emails am..@questachartered.co.uk
2013-07-14 insert person Amy Harrison
2013-07-14 insert person Matt Smith
2013-07-14 update person_title Richard Openshaw: Administrator => Paraplanner
2013-05-21 insert personal_emails an..@questachartered.co.uk
2013-05-21 insert personal_emails ga..@questachartered.co.uk
2013-05-21 insert person Andrew Dabrowski
2013-05-21 insert person Gary Hitchen
2013-05-13 delete personal_emails da..@questachartered.co.uk
2013-05-13 insert personal_emails da..@questachartered.co.uk
2013-01-12 delete person Christopher Crichton-Rankin
2012-10-26 delete person Lucy Wain
2012-10-25 update person_description Stuart Dewin