| Date | Description |
|---|
| 2024-04-04 |
delete person Andy Skinner |
| 2024-04-04 |
delete person Chris Richardson |
| 2024-04-04 |
delete person Dan Willoughby |
| 2024-04-04 |
delete person Mash Miah |
| 2024-04-04 |
delete person Sarah Bolton |
| 2023-08-31 |
delete person Joshua Wickens |
| 2023-08-31 |
insert person Dan Willoughby |
| 2023-08-31 |
insert person Jasmine Rudden |
| 2023-08-31 |
insert person Karen Allen |
| 2023-08-31 |
insert person Louise Williamson |
| 2023-08-31 |
insert person Mash Miah |
| 2023-08-31 |
update person_title Andy Skinner: Paraplanner => Technical Team |
| 2023-08-31 |
update person_title Bernard O'Brien: Financial Planner => Business Development |
| 2023-08-31 |
update person_title Kath Brough: Head Paraplanner => Senior Technical Team |
| 2023-08-31 |
update person_title Sarah Bolton: Client Support Manager => Senior Client Support Team |
| 2023-08-31 |
update person_title Shaheen Jalal: Client Support Team => Technical Team |
| 2023-04-12 |
delete person Ashley Evans |
| 2023-04-12 |
delete person Craig Thompson |
| 2022-11-02 |
delete person Christine Martins |
| 2022-11-02 |
delete person Zara Okoro |
| 2022-11-02 |
update person_description Carl Hilton => Carl Hilton |
| 2022-11-02 |
update person_description Karen Coello => Karen Coello |
| 2022-11-02 |
update person_title Ashley Evans: Practice Support Team => Client Support Team |
| 2022-11-02 |
update person_title Sarah Bolton: Practice Support Manager => Client Support Manager |
| 2022-11-02 |
update person_title Shaheen Jalal: Practice Support Team => Client Support Team |
| 2022-10-01 |
delete person Olivia Hopkins |
| 2022-07-28 |
insert person Karen Coello |
| 2021-01-15 |
delete otherexecutives Andrew Morgan |
| 2021-01-15 |
delete otherexecutives Carl Hilton |
| 2021-01-15 |
delete person Andrew Morgan |
| 2021-01-15 |
delete person Carl Hilton |
| 2019-09-15 |
insert person Bernard O'Brien |
| 2018-07-24 |
update person_title Andrew Morgan: Associate Member of the Society of Later Life Advisers; Director => Director; Member of the Society of Later Life Advisers |
| 2017-10-06 |
update person_description Andrew Morgan => Andrew Morgan |
| 2017-10-06 |
update person_description Carl Hilton => Carl Hilton |