Recent changes at Ifamax
I thought I would give you a roundup of changes in this month’s newsletter as quite a lot has been going on behind the scenes here.
Ashton has now been promoted to Managing Director. He has been shadowing me now for more than a year and it has been great to see him step up and take the reins. This is great news for our business, as it means continuity. I have been delighted to see how he has developed since joining me in 2008. I will continue to work closely with him in the management team.
Personally, my role here has slightly changed. I am still looking after some of our clients, and that will remain the same, but I am now Chairman and our Compliance Officer. Effectively it is more of an oversight role of the whole business.
Since gaining Chartered Wealth Manager status, Jamie has been fully signed off as an adviser and is looking after clients in his own right. This means we have more capacity for dealing with additional clients.
Kat and Gethin are continuing to make great progress in passing their financial services exams. As many of you may know, there are quite a few to do. I expect by the end of next year they should both be fully qualified.
We have also taken on a new employee, Will Buckley, who has recently joined us. He has experience working in the City of London and is qualified as an adviser. He is still finding his feet with us but will be dealing with new clients in the new year.
Tamzin continues her important work as Company Secretary as well as dealing with the accounts and payroll.
Finally, as we are now in December, I hope you all enjoy the festive season. Thank you for all of your support through 2019.
Max and the Ifamax team
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