PIMFA appoint Andrew Shepherd and Helen O’Neill to its Board of Directors

by | Jan 31, 2023

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PIMFA appoint Brooks Macdonald chief executive, Andrew Shepherd and Tatton Investment Management, chief operating officer, Helen O’Neill to its Board of Directors.

Andrew brings more than 25 years’ experience of financial services to the PIMFA Board. He began his career as a financial planner with Shepherd Associates Financial Management, later holding the position of investment manager with AFPS Asset Management.

Since joining Brooks Macdonald in 2002, Andrew has held various senior positions, he was appointed chief executive in 2021 and sits on the Group Board. Before being appointed to his current role, Andrew was chief executive of the international business and group deputy chief executive.


Helen began her career in financial services with Barclays Bank in 1997 before working for Coutts & Co in 2007 and then Axa Wealth and Axa Self Investor between 2008 and 2013. She joined Tatton Investment Management in 2013 as head of governance before being appointed chief operating officer of the group in 2016 and joining the Board of the group in 2019.

Liz Field, chief executive of PIMFA, commented: “I’m delighted to welcome both Andrew and Helen to our Board of Directors further strengthening what is already a very strong Board with many decades of experience. I look forward to working with them and to their advice as we seek to set out our priorities for the years ahead and as we continue to advocate for reforms that we know will be of benefit not only to our members, but also to the customers they serve.

“There is much to do as we advocate for our membership with regard to the Financial Services and Markets Bill currently making its way through parliament, the Government’s Edinburgh Reforms and far more besides and I look forward to working with Andrew and Helen on these and many other issues.”


Andrew Shepherd, chief executive of Brooks Macdonald, commented: “I’m delighted to be joining PIMFA at what promises to be a busy and exciting time for our industry. The next few years are likely to see many changes in regulation and the way in which advice is provided. I look forward to working with Liz and my PIMFA Board colleagues to address the key issues that will ultimately improve outcomes for customers.”

Helen O’Neill, chief operating officer at Tatton Investment Management, commented: “I’m delighted to join the PIMFA Board and continuing to push for the reforms PIMFA and we as members, want to see for the industry and consumers alike.  Introducing a simplified advice model, reform of the FSCS levy, better supervision of firms and much needed diversity and inclusion in the industry, for example. I look forward to working with Liz and her team to implement these important developments and further develop the industry.”

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