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Home Retirement

Atomos bolsters financial-planning leadership team

January 28, 2024
in Retirement
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Atomos bolsters financial-planning leadership team



Wealth manager Atomos has appointed four senior executives to new roles.

The firm said the hires have been made in preparation for its strategy to “set the gold standard for financial planning-led wealth management in the UK”.

Chief operations officer (COO) Niral Parekh will become managing director of financial planning.

Parekh previously held senior management positions at Tilney/Towry Wealth Management and Ashcourt Rowan Group.

Atomos said Parekh’s replacement as COO will be announced in due course.

Supporting Parekh will be a newly-appointed leadership team.

This consists of Helen Howcroft, head of women’s financial advice, who will become private client director, financial planning.

Howcroft joined Atmos in 2023 after the firm she founded, Equanimity independent financial adviser, was acquired by the wealth manager.

Howcroft will continue to help to build Atomos’s women’s financial-planning business.

Atomos deputy head of wealth planning Ian Martin will become national director, financial planning.

Martin’s primary role will be collaborating closely with regional heads of office on all matters related to adviser wellbeing and growth.

Finally, financial planning business manager Dawn Mealing will become proposition director, financial planning.

She will provide “strategic leadership and direction in refining and optimising Atomos’s financial planning proposition and client outcomes”.

Prior to joining Atmos, Mealing was head of advice policy and proposition at Fidelity.

Head of wealth planning Elliott Silk will step down in June 2024 after nearly 10 years with the company.

Between now and June, he will be focused on ensuring a smooth transition for clients and the wider business.

Atomos chief executive Jonathan Polin said: “Preparing the ground for the business to realise our goal of leading the UK in next-generation financial planning-led wealth management takes time, a lot longer than you first anticipate.

“It is therefore great to see the months of hard work and planning come to fruition with the announcement of our bolstered financial-planning leadership team under Niral.

“There is no better fit to take the helm of our financial-planning business than Niral, who brings a strategic mindset that will help us go from strength to strength.

“With the support of Helen, Dawn and Ian in their new roles, I am excited for what the future holds for Atomos as we continue on our path to becoming a nationally-recognised leader in the financial-planning space.

“I would like to thank Elliott Silk for his huge contribution to the business over the last decade, which included seeing us through the transition period from Sanlam to atomos.

“Elliott has been instrumental in getting us to this stage in our development and we wish him the very best in his exciting new guidance venture.”



Editorial Team

Editorial Team

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