Posted on by Sheena Gillett

21st November 2024

PIMFA delighted to welcome two new members to its Board of Directors

PIMFA, the trade association for wealth management, investment services and the financial advice and planning industry is delighted to welcome Andy McGlone, Chief Executive of Quilter Cheviot and Charley Davies, General Counsel at Evelyn Partners who joined its Board of Directors this month (November 2024) and bring with them a fantastic array of skills and experience.

Andy was appointed Chief Executive of Quilter Cheviot in January 2019, and of Quilter Cheviot Financial Planning in January 2022. Previously, he was Head of Quilter Cheviot’s London office with overall responsibility for the front office functions based out of its Head Office, including the private client investment teams, and the research and dealing teams and was Managing Director of London Investment Management from 2015 to 2018.

Charley joined Evelyn Partners in 2022 as Group General Counsel from Provident Financial Group PLC, the London Stock Exchange listed specialist bank, where she was Group General Counsel and Company Secretary. Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management. During her time at Cabot, she also served on the Board of their industry body, the Credit Services Association as a Non-Executive Director. She has also held senior positions at Lockton, the insurance brokerage, and insurer RSA group.

Liz Field, Chief Executive of PIMFA, commented: “I am delighted to welcome Andy and Charley to our Board. Their skills, experiences and expertise will be an invaluable resource and a fantastic addition to PIMFA. I look forward to working with them all as we continue to deliver member value on a myriad of critical issues across our industry. Their strategic insights and direction on how we rise to meet the challenges, opportunities and priorities for the years ahead will be vital”.

Andy McGlone, Chief Executive, Quilter Cheviot, said: “PIMFA plays an important role in our industry, and I am looking forward to working with Liz, the PIMFA team and my colleagues on the Board to champion financial health across the UK. Through this work we will continue to support members and their clients and push for positive change as the face of our industry continues to evolve”.

Charley Davies, General Counsel, Evelyn Partners, commented: “As the voice of the industry, PIMFA represents the sector to government and the regulators alike. I look forward to being part of the Board to help direct our priorities as the regulatory, political and economic landscape continues to evolve and we address the various complexities and challenges this brings to ensure we support our member firms and their clients at every turn”.

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NOTES TO EDITORS

About PIMFA – the Personal Investment Management & Financial Advice Association

  • PIMFA is the trade association for firms that provide wealth management, investment services and the investment and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies.
  • The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
  • PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services. They assist everyone from individuals and families to charities and pension funds, all the way to trusts and companies.  Associate members provide professional services to the PIMFA community.
  • PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to create an optimal operating environment so that its member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
  • PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association since 1991 – read more.
  • Further information can be found at pimfa.co.uk

Contact

For further information on this release or other press matters please contact:

Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk,
+44 (0)20 7011 9869 / +44 (0)7979 493225.