ASTUTE PRIVATE WEALTH - History of Changes


DateDescription
2024-03-20 insert otherexecutives Richard Williams
2024-03-20 delete person Lewis Smith
2024-03-20 delete person Michelle Truong
2024-03-20 delete person Shaun Griffiths
2024-03-20 insert person Lee Gould
2024-03-20 insert person Luke Burman
2024-03-20 insert person Michelle Roberts
2024-03-20 insert person Richard Williams
2024-03-20 update person_description Katie Rosser => Katie Rosser
2024-03-20 update person_title Katie Rosser: Training and Development Manager => Compliance Manager
2023-10-05 insert person Emma Goldsmith
2023-10-05 insert person Joanne Lawrenson
2023-10-05 insert person Kate Bowley
2023-10-05 insert person Lourdes da Silva
2023-10-05 insert person Lucy Bateman
2023-10-05 insert person Sion Williams
2023-10-05 update person_title Shaun Griffiths: Client Manager / Client Manager Support; Member of the Investment Analyst - Astute Investment Management Team => Client Manager; Member of the Investment Analyst - Astute Investment Management Team
2023-09-03 delete person Nick Middlehurst
2023-08-01 update person_description Mark Ditchfield => Mark Ditchfield
2023-06-29 delete person Steve Hoy
2023-06-29 update person_title Nicola Davey: Client Manager Support => Client Manager Support / Compliance, Finance
2023-05-29 delete person Roberta Stankeviciute
2023-05-29 insert person Chelsea Borrow
2023-05-29 update person_title Hope Ford: Client Manager Support / Finance & IT => Client Manager Support
2023-05-29 update person_title Ryan Cook: Client Manager / Client Manager Support; Member of the Investment Analyst - Astute Investment Management Team => Client Manager; Member of the Investment Analyst - Astute Investment Management Team
2023-05-29 update person_title Shaun Griffiths: Client Manager; Member of the Investment Analyst - Astute Investment Management Team => Client Manager / Client Manager Support; Member of the Investment Analyst - Astute Investment Management Team
2023-05-29 update person_title Steve Hoy: Client Manager Support => Client Manager Support / Compliance, Finance
2023-04-12 delete person Christian Wilkinson
2023-04-12 delete person Rio Duhaney
2023-04-12 update person_description Elliot Unsworth => Elliot Unsworth
2023-04-12 update person_description Mark Ditchfield => Mark Ditchfield
2023-03-12 insert otherexecutives Chris Jewson
2023-03-12 delete person George Middlehurst
2023-03-12 delete person Susie Rooney
2023-03-12 insert person Hope Ford
2023-03-12 insert person Owen Hamilton
2023-03-12 update person_title Chris Jewson: Operations Manager ( Ewloe ) => Head of Operations
2023-03-12 update person_title Elliot Unsworth: Senior Client Manager => Head of Client Proposition
2023-03-12 update person_title Mark Ditchfield: Client Manager => Independent Financial Adviser
2023-03-12 update person_title Ryan Cook: Client Manager => Client Manager / Client Manager Support; Member of the Investment Analyst - Astute Investment Management Team
2023-03-12 update person_title Steve Oakley: Change and Development Manager => Head of Change and Development
2023-02-08 delete person Adam Gazeley
2023-02-08 update person_description Helen Ralphs => Helen Ralphs
2023-02-08 update person_title Nicola Davey: Client Support => Client Manager Support
2023-01-07 update person_description Katie Rosser => Katie Rosser
2022-12-06 insert person Alex Bothwell
2022-12-06 insert person Cathryn Jones
2022-12-06 insert person Emily Martin
2022-12-06 insert person Hannah Owen
2022-12-06 insert person Lewis Smith
2022-12-06 update person_title Mark Wignall: Business Operations Director => Acquisitions Director
2022-11-05 delete person Claire Worthington
2022-11-05 delete person Dominic Benson
2022-11-05 delete person Karen Lloyd
2022-11-05 delete person Mike McErlean
2022-11-05 delete person Stephanie Jones
2022-11-05 update person_title Stephen Bullock: Data Manager => IT & Data Manager
2022-10-05 delete person Ryan Worrall
2022-08-05 delete person Chelsea Borrow
2022-08-05 insert person Anastasia Thomas
2022-08-05 insert person Christian Wilkinson
2022-08-05 insert person Joe Kelly
2022-08-05 insert person Nathan Chan
2022-08-05 insert person Rio Duhaney
2022-08-05 insert person Ryan Cook
2022-06-05 delete person Alex Lennox
2022-06-05 delete person Alex Norman-Jones
2022-06-05 delete person Joshua Grice
2022-05-06 delete person James Cleave
2022-05-06 delete person Mark Houghton
2022-05-06 insert person Shaun Griffiths
2022-05-06 update person_description George Middlehurst => George Middlehurst
2022-04-06 delete person Adam Webster
2022-04-06 update person_title Ryan Worrall: Client Support => Client Manager Support
2022-03-07 delete person Lucy Coughlan
2022-03-07 insert person Matthew Thomas
2022-03-07 update person_title Lynn Parker-Haworth: Office Supervisor => Client Experience Manager
2022-03-07 update person_title Ruth Davies: Client Manager => Senior Client Manager
2021-12-12 insert person Elliot Unsworth
2021-12-12 insert person Matthew Galloway
2021-12-12 update person_title Chris Jewson: Operations Manager ( Liverpool ) => Operations Manager ( Ewloe )
2021-12-12 update person_title George Middlehurst: Mortgage Adviser; Client Manager => Independent Financial Adviser
2021-12-12 update person_title Stephen Bullock: IT and Data Manager => Data Manager
2021-12-12 update person_title Steve Oakley: Operations Manager ( Ewloe ) => Change and Development Manager
2021-09-19 insert person Mick Norris
2021-09-19 update person_title Dominic Benson: Client Manager Support => Client Manager Support / IT Support
2021-08-19 insert person Claire Worthington
2021-08-19 insert person James Cleave
2021-08-19 insert person Roberta Stankeviciute
2021-07-18 delete person Jagdeep Dhanda
2021-07-18 delete person James Moore
2021-07-18 delete person Laura Pender
2021-07-18 delete person Rachel Murray
2021-07-18 insert person Chelsea Borrow
2021-06-15 delete person Jennifer Potter
2021-06-15 delete person Val Watters
2021-06-15 insert person Helen Ralphs
2021-06-15 insert person Karen Lloyd
2021-06-15 update person_title Paul Kelly: Acquisitions Director => Director - Astute Private Wealth & Astute Investment Management
2021-04-20 delete person Robert Spain
2021-04-20 update person_title George Middlehurst: Client Manager => Mortgage Adviser; Client Manager
2021-01-23 delete person Geoff Forster
2021-01-23 delete person Karen Haddow
2021-01-23 delete person Wendy Meecham
2021-01-23 insert person Adam Webster
2021-01-23 insert person Alex Lennox
2021-01-23 insert person Mike McErlean
2021-01-23 insert person Ross Davies
2021-01-23 insert person Susie Rooney
2021-01-23 update person_title Adam Gazeley: Technical Manager => Client Manager
2021-01-23 update person_title Bailey Ewel Robertson: Paraplanner => Client Manager
2021-01-23 update person_title Dominic Benson: Client Support => Client Manager Support
2021-01-23 update person_title Elliott Potter: Paraplanner Support => Client Manager Support
2021-01-23 update person_title George Middlehurst: Paraplanner Support => Client Manager
2021-01-23 update person_title Jagdeep Dhanda: Paraplanner => Client Manager
2021-01-23 update person_title James Moore: Paraplanner Support => Client Manager Support
2021-01-23 update person_title Jennifer Potter: Client Support => Client Manager Support
2021-01-23 update person_title Joshua Grice: Client Support => Client Manager Support
2021-01-23 update person_title Laura Pender: Paraplanner => Client Manager
2021-01-23 update person_title Lucy Coughlan: Paraplanner => Client Manager
2021-01-23 update person_title Mark Ditchfield: Paraplanner => Client Manager
2021-01-23 update person_title Michelle Barlow: Paraplanner => Client Manager
2021-01-23 update person_title Michelle Truong: Paraplanner => Client Manager
2021-01-23 update person_title Paul Thomas: Paraplanner => Client Manager
2021-01-23 update person_title Ruth Davies: Paraplanner => Client Manager
2021-01-23 update person_title Stephanie Jones: Client Support => Client Manager Support
2021-01-23 update person_title Steve Hoy: Paraplanner Support => Client Manager Support
2020-10-02 insert person Laura Pender
2020-10-02 update person_title Alex Norman-Jones: Paraplanner => Independent Financial Adviser; Chartered Member of the Chartered Institute for the Securities
2020-10-02 update person_title Matthew Annetts: Client Support => Finance Assistant
2020-10-02 update person_title Stephen Bullock: IT and MI Reporting Officer => IT and Data Manager