Date | Description |
2020-10-07 |
delete person Dawn Cowderoy |
2020-07-10 |
delete person Laverne Picart |
2020-06-04 |
update person_title James Rampling: Trainee Financial Adviser => Financial Adviser |
2020-01-04 |
insert person James Rampling |
2019-08-05 |
delete person Emily Campbell |
2019-08-05 |
insert person Anna Ferguson |
2019-08-05 |
insert person Dawn Cowderoy |
2019-08-05 |
insert person Helena Lea |
2019-08-05 |
insert person Laverne Picart |
2019-08-05 |
insert person Vicky Kaufman |
2019-08-05 |
update person_description Chris Ball => Chris Ball |
2019-08-05 |
update person_title Andrew Booth FSCI: Partner => Fellow of the Chartered Institute for Securities & Investment; Senior Financial Adviser, Chartered Wealth Manager |
2019-08-05 |
update person_title Chris Ball: Wealth Management Assistant and Paraplanner => Wealth Management Assistant |
2019-08-05 |
update person_title John Price FCSI: Partner => Partner, Chartered Wealth Manager |
2018-02-02 |
insert person Neil Ferguson |