ROXBURGH FINANCIAL PLANNING - History of Changes


DateDescription
2023-03-11 delete person Garry Webb
2023-02-07 delete person Christopher Breach
2023-01-06 delete person Martyn Ruckley
2023-01-06 insert person Michael McLaren
2023-01-06 update person_title Jaid Wiltshire: Protection Adviser => Wealth Management Adviser
2022-11-04 delete person Thomas McNamara
2022-10-04 delete person James Brimacombe
2022-10-04 delete person Reuben Honey
2022-08-04 delete person Callum MacTaggart
2022-08-04 update person_title Garry Webb: Head of Protection => Senior Protection Consultant
2022-06-05 update person_title Reuben Honey: Administrator => Trainee Paraplanner
2022-05-06 delete person James Bagguley
2022-05-06 update person_title Martin Wood: Administrator => Mortgage Adviser
2022-03-06 insert otherexecutives Arvin Walia
2022-03-06 delete person Luke Fernandez-Lago
2022-03-06 delete person Melissa Fiedel
2022-03-06 insert person Arvin Walia
2022-03-06 insert person Reuben Honey
2021-12-09 delete person Edward Grosvenor
2021-12-09 delete person Tony Currie
2021-12-09 insert person Melissa Fiedel
2021-09-14 delete person James Baird
2021-09-14 delete person Lisa Parmley
2021-09-14 update person_title Thomas McNamara: Trainee Adviser => Protection Adviser
2021-07-10 delete person Jessica Nethercliffe
2021-07-10 delete person Lewis Holliday
2021-07-10 delete person Tabitha Garland
2021-07-10 insert person Thomas McNamara
2021-07-10 update person_title Connor Diplock: Trainee Adviser => Protection Adviser
2021-06-09 delete otherexecutives Garry Webb
2021-06-09 insert person Connor Diplock
2021-06-09 update person_title Garry Webb: Head of Operations => Head of Protection
2021-06-09 update person_title Rob McMurrich: Head of Investment and Pensions => Head of Investment; Head of Wealth Management
2021-04-16 delete person Karandev Digpal
2021-04-16 insert person Christopher Breach
2021-04-16 update person_title Callum MacTaggart: Trainee Adviser => Protection Adviser
2021-04-16 update person_title Edward Grosvenor: Trainee Adviser => Protection Adviser
2021-04-16 update person_title James Bagguley: Trainee Adviser => Protection Adviser
2021-02-22 delete person Neil Davies
2021-01-21 delete person Charlotte Ward
2021-01-21 insert person Callum MacTaggart
2021-01-21 insert person James Bagguley
2021-01-21 insert person Lewis Holliday
2021-01-21 insert person Neil Davies
2021-01-21 insert person Tony Currie
2020-10-07 delete person Chris Hazell
2020-10-07 delete person Jessica Best
2020-10-07 delete person Spencer Smith
2020-10-07 insert person Ben Wellington
2020-10-07 insert person Edward Grosvenor
2020-10-07 insert person James Brimacombe
2020-10-07 insert person Jessica Nethercliffe
2020-06-04 delete person Andrew Muttitt
2020-05-05 insert person Jessica Best
2020-04-05 update person_title Charlotte Ward: Senior Paraplanner => Wealth Management Consultant
2020-04-05 update person_title Luke Fernandez-Lago: Mortgage & Protection Adviser => Senior Mortgage & Protection Adviser
2020-03-05 delete person Franky Green
2020-03-05 insert person Chris Hazell
2020-03-05 update person_title Spencer Smith: Protection Adviser => Protection Consultant
2020-01-04 update person_title Jaid Wiltshire: Trainee Adviser => Protection Adviser
2019-12-04 delete person Adam Harding
2019-12-04 delete person Scott Moran
2019-11-04 insert person Lisa Parmley
2019-10-05 insert person Adam Harding
2019-10-05 insert person Jaid Wiltshire
2019-10-05 insert person James Baird
2019-10-05 insert person Roxanne Smith
2019-10-05 insert person Scott Moran
2019-10-05 update person_title Martyn Ruckley: Senior Protection Adviser => Senior Protection Consultant
2019-09-05 update person_title Bernie Erasmus: Executive Assistant => Practice Manager; Executive Assistant
2019-09-05 update person_title George Cutts: Office Manager => Senior Administrator
2019-08-05 delete person Emily Walton
2019-08-05 insert person Andrew Muttitt
2019-07-06 delete person Jamie Livingstone
2019-07-06 delete person Ross Topcu
2019-06-05 insert person Tabitha Garland
2019-05-06 delete person Matthew Smith
2019-04-05 delete person Holley Arnold
2019-04-05 delete person Rahool Mukherjee
2019-04-05 insert person Martin Wood
2019-02-24 insert person Rahool Mukherjee
2019-02-24 insert person Spencer Smith
2019-01-23 delete person Anna Thompson
2019-01-23 delete person Michael Sandon
2019-01-23 insert person Franky Green
2019-01-23 insert person Karandev Digpal
2019-01-23 insert person Luke Fernandez-Lago
2019-01-23 update person_title Charlotte Ward: Administration Manager => Senior Paraplanner
2018-10-24 delete person Will Hughes
2018-10-24 insert person Bernie Erasmus
2018-09-21 insert person Anna Thompson
2018-09-21 insert person Matthew Smith
2018-04-11 delete person Rachel Welford
2018-01-18 insert person Adam Ellis
2018-01-18 insert person Bojan Cvjetinovic
2018-01-18 insert person Jamie Livingstone
2018-01-18 insert person Martyn Ruckley
2018-01-18 insert person Ross Topcu
2015-11-08 delete person Damian O'Connor