New appointments and promotions

We are delighted to announce a series of key promotions within our business, further strengthening our leadership team and reinforcing our commitment to delivering excellent outcomes for our clients.

We are pleased to welcome Chris Davis, who you will know as our Chief Investment Officer, and Alex Dean Austin, Chartered Financial Adviser who has been with us for many years, to the board of directors. They will join Martyn Torevell and Emma Holden, our existing directors, in steering the strategic direction of the company. Both Chris and Alex bring a wealth of experience and knowledge of the business and our clients. Their leadership will undoubtedly help us continue to grow and thrive in an increasingly complex financial landscape.

Additionally, we are proud to announce the promotion of Alex Moxon Chartered Financial Adviser and Daniel Jones Chartered Financial Adviser as Partners of the business. Their hard work, dedication, and consistent excellence in serving our clients have earned them this well-deserved recognition. Their new roles will see them take on greater responsibility in shaping the future of the business.

With these changes, we have significantly broadened our leadership team, empowering senior members to drive the business forward. This new structure ensures we remain well-positioned to adapt to industry changes, and it strengthens our capacity to deliver the highest standards of client service.

We extend our warmest congratulations to Chris Davis, Alex Dean Austin, Alex Moxon, and Daniel Jones on their new roles and look forward to the continued success of the business under their leadership.