People Moves
Financial Advisor Makes Flurry Of Executive Hires
The firm has made seven new appointments as part of its growth strategy plan.
Financial advisor Succession has made a
flurry of appointments in a bid to strengthen its executive and
management teams. This is part of the firm’s growth strategy.
James Stevenson has been appointed managing director of
Succession Group; Sanjay Shah will be managing director of
Succession Advisory Services; and Simon Charles has been hired
as group HR director. Hazel Hodge, Helen Blackmore, Karen
King and Mark Stokes have all been appointed to various strategic
roles across the group, the firm said yesterday in a
statement.
Stevenson joined Succession Group in 2015 as group operating
director. In his new role, he will focus on the strategic
direction of the group and deliver a client-centric wealth
management service.
Shah will be responsible for supporting affiliated members and
stimulating growth. Charles will be responsible for driving the
agenda within the human resources department.
Hodge joins as a membership director at Succession Advisory
Services; Blackmore joins as head of Succession Group HR; King
joins as group head of learning and development; and Stokes will
become group proposition and marketing director.
