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Monetary Planner joins PIMFA board

Monetary Planner Andrew Shepherd, at present chief govt at wealth supervisor Brooks Macdonald, is certainly one of two new appointments to the board of wealth administration commerce physique PIMFA.

The opposite new appointment is Helen O’Neill, chief working officer at Tatton Funding Administration.

Mr Shepherd started his profession as a Monetary Planner with Shepherd Associates Monetary Administration, later holding the place of funding supervisor with AFPS Asset Administration.

Since becoming a member of Brooks Macdonald in 2002, he has held varied senior positions and was appointed chief govt in 2021.

Mr Shepherd stated: “I’m delighted to be becoming a member of PIMFA at what guarantees to be a busy and thrilling time for our business. The following few years are more likely to see many modifications in regulation and the way in which wherein recommendation is offered.”

Ms O’Neill started her profession in monetary companies with Barclays Financial institution in 1997 earlier than working for Coutts & Co in 2007 after which Axa Wealth and Axa Self Investor between 2008 and 2013.

She joined Tatton Funding Administration in 2013 as head of governance earlier than being appointed chief working officer of the group in 2016.

Ms O’Neill stated: “I’m delighted to affix the PIMFA Board and persevering with to push for the reforms PIMFA and we as members, need to see for the business and customers alike.

“Introducing a simplified recommendation mannequin, reform of the FSCS levy, higher supervision of companies and far wanted variety and inclusion within the business, for instance.”

Liz Area, chief govt of PIMFA, stated including the 2 new members to the board is “additional strengthening what’s already a really robust board with many many years of expertise.

“There may be a lot to do as we advocate for our membership with regard to the Monetary Companies and Markets Invoice at present making its method via parliament, the Authorities’s Edinburgh Reforms and way more moreover.”



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