Intelliflo’s Eatock to hold CEO and executive chairman roles
22 September 2019
Nick Eatock has reprised his role as chief executive of Intelliflo, following the departure of Hamish Purdey, alongside his role as executive chairman.
Purdey joined Intelliflo in November 2014 when Eatock took on the role of executive chairman. He has left to “pursue new challenges,” the software provider said.
Eatock said: “Hamish has done a fantastic job over the last five years with Intelliflo, a period in which we have grown the business to 35% market share with almost 23,000 users. I’d like to thank Hamish for his enormous contribution and wish him well in his future endeavours.”
Commenting on his departure Hamish Purdey said: “I am very proud of everything we have achieved, including the seamless integration of business critical systems, the development of the Personal Finance Portal (PFP) and the ability to deliver access to new technology for advisers, such as Open Banking. I am confident I am leaving the business well positioned for continued success and growth.”
On returning to the role of CEO, in addition to his existing responsibilities of executive chairman, Eatock said he was delighted to be doing so at such an “exciting time” for the business.
“Having worked closely with Hamish for the last five years we will be able to effect a seamless transfer of responsibilities and ensure continuity for staff and clients alike,” he added.
Intelliflo’s business management system, Intelligent Office, has 22,700 users from 2,350 firms with assets under advice of £395 billion.
With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities...
You need to know the difference between execution-only and non-advised sales and what client instructions can be enacted under...
ATEB Consulting’s Steve Bailey analyses a recently delivered FCA speech on the suitability of advice and highlights key points advice firms should take...