Expanding Financial Planner Atomos has appointed former Rathbones head of advice delivery Andy Greenwood as its national head of Financial Planning.
Wealth manager and Financial Planner Redmayne Bentley has appointed Pete Donaldson as head of Financial Planning as it continues to expand its Financial Planning operation.
Evelyn Partners has appointed Aaron Mcloughlin as partner in Financial Planning at its Southampton office.
Pension administration company EQ Retirement Solutions (EQRS) has hired Will Pritchett as chief executive officer to replace Duncan Watson, who will join the EQRS Board.
Investment platform AJ Bell has appointed former Financial Planner Charlene Young to the newly-created role of head of technical.
Helen Lovett has been promoted from chief operating officer to be group managing director of Wealth manager and Financial Planner Foster Denovo.
Azets Wealth Management in Bristol has appointed Financial Planner Simon Stygall as a Chartered Financial Planner and director.
LGT Wealth Management has appointed Adam Parker, previously of Evelyn Partners, as a wealth manager and wealth planner in its Manchester office.
Wealth manager and Financial Planner Evelyn Partners has appointed Victoria Gammon as a partner in Financial Planning for the Midlands.
Discretionary investment management company PortfolioMetrix has appointed UK CIO Alex Funk to be CEO from 1 January 2026.
Pensions and SIPP consultancy Barnett Waddingham has appointed Embark Group’s Andrew Phipps as head of SIPP proposition and supplier management.
Wealth manager and Financial Planner Evelyn Partners has made two senior Financial Planning appointments to bolster its London team.
Platform group Nucleus Financial Platforms has promoted chief commercial officer Mike Regan into the newly created role of deputy CEO.
Fairstone Group has appointed former Aldermore Bank CEO Steven Cooper as its new chief executive officer.
Octopus Investments has appointed Erin Platts as chief executive, subject to regulatory approval from the FCA.
The FCA has appointed Will Self, chief executive of InvestAcc Group, as chair of its Smaller Business Practitioner Panel.
Welsh Chartered Financial Planner Kevin Thomas has joined Plymouth-based national advice firm Continuum, which is owned by M&G.
Octopus-owned white label platform Seccl has appointed Jonathan Dees as its new UK CEO, subject to regulatory approval.
Platform group Nucleus Financial Platforms has appointed FNZ chief financial & commercial officer Andrew Ring as chief financial officer, subject to regulatory approval.
London Chartered Financial Planning firm Westminster Wealth Management has hired former Fairstone director Mark Hewson to the newly-created role of director of business operations.
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