Debbie Steer will work with the firm’s advisors, helping them use the wrap. Ms Steer’s previous role was as e-Business Product Manager at 1st - The Exchange, an IFA software provider. She will report to sales director Richard Goodall.
 
“Debbie has a very strong track record in helping adviser firms transform their business through the use of technology. Her blend of enthusiasm, excellent communication and client facing skills combined with her detailed knowledge of Adviser Office will complement the team,” said Mr Goodall.