PIMFA delighted to welcome Andrew Shepherd and Helen O’Neill to its Board of Directors

30 January 2023

PIMFA delighted to welcome Andrew Shepherd and Helen O’Neill to its Board of Directors

PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, is delighted to welcome Brooks Macdonald chief executive, Andrew Shepherd and Tatton Investment Management, chief operating officer, Helen O’Neill to its Board of Directors.

Andrew brings more than 25 years’ experience of financial services to the PIMFA Board. He began his career as a financial planner with Shepherd Associates Financial Management, later holding the position of investment manager with AFPS Asset Management. Since joining Brooks Macdonald in 2002, Andrew has held various senior positions, he was appointed chief executive in 2021 and sits on the Group Board. Before being appointed to his current role, Andrew was chief executive of the international business and group deputy chief executive.

Helen began her career in financial services with Barclays Bank in 1997 before working for Coutts & Co in 2007 and then Axa Wealth and Axa Self Investor between 2008 and 2013. She joined Tatton Investment Management in 2013 as head of governance before being appointed chief operating officer of the group in 2016 and joining the Board of the group in 2019.

Liz Field, chief executive of PIMFA, commented: “I’m delighted to welcome both Andrew and Helen to our Board of Directors further strengthening what is already a very strong Board with many decades of experience. I look forward to working with them and to their advice as we seek to set out our priorities for the years ahead and as we continue to advocate for reforms that we know will be of benefit not only to our members, but also to the customers they serve.

“There is much to do as we advocate for our membership with regard to the Financial Services and Markets Bill currently making its way through parliament, the Government’s Edinburgh Reforms and far more besides and I look forward to working with Andrew and Helen on these and many other issues.”

Andrew Shepherd, chief executive of Brooks Macdonald, commented: “I’m delighted to be joining PIMFA at what promises to be a busy and exciting time for our industry. The next few years are likely to see many changes in regulation and the way in which advice is provided. I look forward to working with Liz and my PIMFA Board colleagues to address the key issues that will ultimately improve outcomes for customers.”

Helen O’Neill, chief operating officer at Tatton Investment Management, commented: “I’m delighted to join the PIMFA Board and continuing to push for the reforms PIMFA and we as members, want to see for the industry and consumers alike.  Introducing a simplified advice model, reform of the FSCS levy, better supervision of firms and much needed diversity and inclusion in the industry, for example. I look forward to working with Liz and her team to implement these important developments and further develop the industry.”

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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:

Matthew West, PIMFA PR Manager – MatthewW@pimfa.co.uk, +44 (0)20 7382 0376

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