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Displaying items by tag: people moves

Thursday, 14 November 2024 10:57

@sipp adds SW adviser support specialist

SIPP and SSAS provider @sipp has appointed Josh Legg as business development manager.

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Barnett Waddingham (BW) has appointed Nick Cooper as its new head of propositions for SIPP.

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Wednesday, 02 August 2023 13:04

FCA appoints 3 new statutory panel chairs

The FCA has appointed three new chairs for its statutory panels.

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Wednesday, 14 December 2022 10:29

Westbridge adds three after Rowanmoor SSAS acquisition

SSAS firm Westbridge Group has added three new hires following the announcement of its acquisition of failed pension firm Rowanmoor’s SSAS business.

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Tuesday, 15 November 2022 11:11

CISI appoints new Manchester President

Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.

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Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.

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Tuesday, 14 June 2022 08:41

CISI appoints regulation exec as new CEO

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners and other finance professionals, has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its news chief executive.

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Tuesday, 03 May 2022 08:58

Former Embark CEO joins Fintel board

Phil Smith, founder and former group CEO of Embark, has been appointed as a non-executive director at fintech and support services firm Fintel.

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Tuesday, 05 April 2022 13:42

Westerby adds to senior team

Leicester-based SIPP and SSAS provider Westerby The Pension Specialist has appointed Zachary Gallagher as technical consultant.

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Thursday, 03 February 2022 08:40

Curtis Banks hires exec for SSAS unit growth

SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.

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