Andrew Thomspon is stepping down from his role as chief executive officer of Quilter Financial Planning at the end of this month and will be replaced by managing director of its advice business Stephen Gazard.
Mr Thompson leaves the role after nearly four years after first joining Quilter in 2012 when the firm took over his own financial planning business.
Since becoming CEO, Mr Thompson has led many acquisitions, most recently those of Lighthouse Group and Charles Derby Group.
His replacement, Mr Gazard, first joined Quilter Financial Planning in 2017 as group managing director.
He joined from Sesame Bankhall Group where he had been managing director for four years, responsible for working with the team to deliver a cultural and corporate restructure.
Mr Gazard is a financial planner and business owner by background who has since gone on to hold numerous senior management positions in both AIM listed and FTSE companies.
The next phase of Quilter Financial Planning’s strategy will focus on fully integrating the business, bringing it closer to the rest of the Quilter group, and to continue to deliver the best possible outcomes for customers through trusted financial advice.
Paul Feeney, Quilter CEO, said: “Delivering trusted financial advice is central to everything we do and I want to thank Andy for the role he has played in building our advice business. As we move into the next phase of our journey I’m delighted that we have such an able successor in Stephen Gazard to take over the reins”.
Mr Thompson said: “I am incredibly proud of what we have created together as we have focused on serving customers and supporting advisers as a core part of the Quilter Group. Stephen Gazard is a proven leader in advice and will guide the business forward to its next more integrated phase.
"I would like to thank our advisers, colleagues and Board for all of their support throughout this incredible journey.”
Mr Gazard said: “It is an honour to be asked to lead Quilter Financial Planning through its next phase. We have huge potential to make trusted financial advice more accessible to ensure the best possible outcomes for customers."
amy.austin@ft.com
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