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People

Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

People

Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

‘Speaking to someone far removed from your own experience can be intimidating’

clock 04 December 2025 • 4 min read
People Moves: Five Wealth welcomes COO from Verso WM

People

People Moves: Five Wealth welcomes COO from Verso WM

Glenn Urquhart brings more than two decades of experience across financial services

clock 04 December 2025 • 1 min read
PFS director Debbie Mitchell departs

People

PFS director Debbie Mitchell departs

To become deputy president of the CII in 2026 and president in 2027

clock 02 December 2025 • 2 min read
FCA executive Sheldon Mills to depart

Regulation

FCA executive Sheldon Mills to depart

Competition director to exit after eight years

clock 24 November 2025 • 1 min read
Investment Association CEO Chris Cummings to exit in June

People

Investment Association CEO Chris Cummings to exit in June

Leaves after almost a decade in the role

clock 24 November 2025 • 2 min read
Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

People

Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

‘I think the advice gap is obvious’

clock 20 November 2025 • 3 min read
True Potential Wealth Management names CEO

People

True Potential Wealth Management names CEO

Stuart Dodson succeeds Steve Hutton

clock 19 November 2025 • 2 min read
FNZ appoints ex-Natwest CEO Dame Alison Rose as UK chair

People

FNZ appoints ex-Natwest CEO Dame Alison Rose as UK chair

Rose stepped down from NatWest in 2023

clock 18 November 2025 • 2 min read
The Openwork Partnership hires former Royal London exec as Omnis Investments CEO

Your profession

The Openwork Partnership hires former Royal London exec as Omnis Investments CEO

Mehdi Kadhim joins

clock 18 November 2025 • 2 min read
PortfolioMetrix names Alex Funk as CEO

People

PortfolioMetrix names Alex Funk as CEO

Founder Brandon Zietsman now executive chair

clock 13 November 2025 • 2 min read
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