Sesame Bankhall Group (SBG) has made three senior internal appointments to help drive the development and growth of advisory firms.
Alex Beavis takes up the role of group director, mortgages and protection, Linda Preston-Todd becomes Bankhall client relationship director, and Stephanie Charman has been appointed strategic relationship director.
John Cowan, interim CEO at Sesame Bankhall Group, said: “I would like to congratulate Alex, Linda and Stephanie on their new roles. I’m proud that we have such a high level of talent in our business, which made the decision to promote internally an easy one.
“Their expertise will help to drive further growth, as we continue to deliver outstanding services and support to our members and clients.
“Sesame Bankhall Group is a fantastic business and we have so many talented people who are committed to making sure we are leading the way in providing high-quality support services to over 10,000 financial advisers.
“I look forward to working with our strong leadership team as we expand our range of services and continue to champion the role and importance of financial advice.”
Beavis was previously proposition director, mortgages and later life, and in his new role has responsibility for the Sesame and PMS regional key account management and telephone account management teams.
Beavis said: “I’m delighted to lead our talented relationship teams in both PMS and Sesame.
“Our dedicated account managers support nearly 7,000 advisers across both brands, working tirelessly to help intermediaries protect and grow their businesses.
“I look forward to working even more closely with my new teams and our adviser partners, as together we support the delivery and growth of quality financial advice in a challenging marketplace.”
Formerly head of advisory business development, Preston-Todd will lead the Bankhall regional key account managers, bespoke solutions support, client relationships and telephone account managers.
Preston-Todd added: “I am thrilled at being given the opportunity to build on the good work our Bankhall teams have continued to achieve over the years.
“Our service and support to our firms and their advisers, remains our key focus whilst we continue to grow and develop our wider business support and solutions, to help businesses through the current economic and regulatory climate.”
Charman was previously head of strategic relationships at SBG.
Moving forward she will have responsibility for managing all the Group’s provider and lender partnerships.
Charman concluded: “I am excited by my expanded role and the new opportunities this presents.
“At a time when we are facing unprecedented market challenges, it is more important than ever to work collaboratively with our provider and lender partners to best support our adviser community.”
