People moves: PIMFA, PortfolioMetrix, and P1 Investment Services

The Personal Investment Management & Financial Advice Association (PIMFA) has named Richard Flynn and Derek Miles to its board of directors.

Flynn is managing director of Charles Schwab, where has been working for more than 15 years, including as chief executive of its UK retail business, Charles Schwab UK, for the past seven years. Prior to joining Charles Schwab, Flynn has worked at Fisher Investments UK, Close Brothers Asset Management, and Cornmarket Group Financial Services. Miles is the chief executive officer of Titan Wealth Planning and has more than 25 years of experience in strategic financial planning across various roles in the financial services sector. His previous roles include founder and managing director of Aspira Corporate Solutions, where he spent 17 years.

PortfolioMetrix has appointed Rob Starkey as a portfolio manager in its investment team.

He has joined the firm from Schroders Investment Solutions, where he was a portfolio manager. Starkey has more than 15 years of experience in the wealth and asset management sectors, having previously held senior roles in South Africa, Europe and the UK, including at Morningstar and most recently Schroders. He was also previously part of a financial planning business that was among PortfolioMetrix’s first clients.

P1 Investment Services, operator of the P1 Platform, has appointed James Bishop as senior platform account manager.

Bishop has over 15 years of experience across financial institutions, including as key account manager at M&G, Old Mutual, Standard Life Aberdeen, and AXA Wealth. He has expertise in adviser needs, platform operations, and relationship management. At P1, he will support the firm’s financial planning clients, providing tailored platform expertise and helping advisers use P1’s suite of tools and services.



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