Danny Stiles has been promoted to Director, Head of Client Servicing Financial Planning, in a new role that brings together financial planning, administration, and planning functions. He was formerly Director of Financial Planning and Client Support. Based in Poole, Danny will lead the team and focus on delivering a more integrated and efficient service for clients.
Alison Regan has been promoted to Director, Head of Client Servicing, Employee Benefits, and will oversee all client services from her role as Director, Client Servicing (North), Employee Benefits. Based in Edinburgh, she is responsible for the development of team members, overseeing work to meet client and business expectations as well as change management projects within the EB business.
And adding to the team of financial planners with Chartered status is Lorraine Jones-Knott, based in Poole, who achieved the qualification while continuing to advise clients.
Bryan Parkinson, Managing Director, Financial Planning at Punter Southall Aspire, said: “We have promoted Danny and Alison to oversee the evolution of our expanding business across the board for the benefit of both private and corporate clients.
“Chartered status means we’re recognised in going the extra distance for our financial planning clients. Well done, Lorraine, for her fantastic efforts which exemplify the first class service her and our colleagues deliver.”