Financial Planning-focused wealth manager Atomos has recruited former Fidelity executive Dawn Mealing to be its new Financial Planning business manager.
She will join Atomos's Financial Planning senior leadership team.
Atomos manages £7bn of investments and savings for 13,000 clients and provides Financial Planning advice from 15 regional offices.
Ms Mealing has 30 years’ experience in personal Financial Planning and was most recently head of advice policy & proposition at Fidelity.
She was also formerly head of Financial Planning at Evelyn and head of investment & client proposition at Bluefin Group, a AXA UK business.
Elliott Silk, head of wealth planning at Atomos, said: "We are thrilled that Dawn has joined our team as we embark on the next chapter of our corporate development. She has held senior management roles for national multi-channel advice, employee benefits and wealth management firms as well as in consulting and business support agencies.
“She has led on transformational change in Financial Planning and wealth management services and is well placed to enable us to deliver the very best services for our clients.”
Atomos, formerly part of Sanlam Wealth, provides Financial Planning and bespoke portfolio management. It is 100% owned by funds managed by private equity firm Oaktree Capital Management and is led by CEO Jonathan Polin.
