M&G Wealth has announced today that it has appointed Lisa Worley as Chief Marketing Officer. With over two decades of strategic and creative marketing experience transforming brands across the wealth and investment management sector, M&G Wealth say that Lisa brings extensive experience to the role.
According to the firm, Lisa will be responsible for marketing, propositions and insights for M&G Wealth, including positioning for the UK retail market and end-to-end adviser and customer journeys. She will drive strategic marketing, as well as work to enhance the adviser and customer experience, enabling M&G’s ambition to become a leading wealth business in the UK.
Most recently Lisa was Chief Marketing Officer at financial technology provider Asurafin. Prior to this Lisa was Group Head of Marketing at Embark, part of the Lloyds Banking Group, responsible for a portfolio of brands providing platform, investment and retirement solutions.
Lisa will report to CEO Caroline Connellan and join M&G Wealth’s executive leadership team.
Caroline Connellan, CEO at M&G Wealth said: “I’m delighted to welcome Lisa to M&G Wealth. Her deep experience in helping businesses increase their market presence, drive sustainable growth and transform adviser and customer experiences will be invaluable in building the M&G Wealth brand, so it’s known for superior advice and helping customers achieve their financial goals.
“I am confident that Lisa’s experience, energy and drive will be instrumental in helping us to champion advice and advisers as we establish ourselves as a leading Wealth business in the UK.”
Lisa Worley, incoming Chief Marketing Officer of M&G Wealth said: “I’m excited to be joining M&G Wealth at a pivotal moment in its next stage of growth. With deep investment expertise and more than 175 years of experience in helping people manage and grow their wealth, M&G is in a strong position to support the UK wealth market – and the millions of adults who could benefit from financial advice but are not currently receiving it. As one of the largest advice businesses in the UK, with a market-leading adviser academy and unrivalled distribution footprint, M&G Wealth is well-placed to help individuals achieve a financially secure future.
“I am really looking forward to working with Caroline and the M&G Wealth team to shape the business for the future, expanding our range of compelling products and services, and growing and strengthening our relationships with advisers and customers.”
