National adviser network Vision Independent Financial Planning has appointed managing director Zoe King as chief executive while Paul Sweaton, former chief executive, has become executive chair.

Zoe joined Falmouth-based Vision IFP in 2010 and has held several roles including managing director and chief operating officer.

Paul Sweaton co-founded Vision IFP in October 2008. Since then the independent financial adviser has seen its assets grow to more than £4bn in funds under advice, with clients across England, Northern Ireland, Scotland, and Wales.

The firm has 141 appointed representatives.

Paul Sweaton, said: “We’ve been working to ensure the right leadership team is in place to deliver our growth ambitions and to protect the culture we’ve created within our business, for our community of independent financial advisers.

“Zoe has remained committed to Vision IFP since those critical formative years and has been instrumental in creating and implementing our growth strategy. She has a clear idea for the future direction of Vision IFP, and I’ve no doubt she will continue to drive the business forward in the years to come.’’

Ms King said: “These changes represent a natural progression to reinforce the long-term future strength of Vision IFP. In today’s ever-changing landscape for financial advisers, our goal is to ensure we navigate any challenges with intelligence, consideration and care for our clients.”

Vision Independent Financial Planning Ltd is a wholly-owned subsidiary of Rathbones Group Plc. Rathbones bought a fifth of the firm - 19.9% - in August 2015 and bought the remaining four-fifths - 80.1% - in August 2022.

At that time it said: "The acquisition of the remaining stake in the Vision Group is part of Rathbones’ strategy of broadening its distribution and accessing a greater share of new business intermediated by financial advisers." It added: "Vision’s independent status will remain intact."