Fingleson steps down from Fortnum board

appointments financial planning

9 September 2015
| By Mike |
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Fortnum Financial Group announced this week that Larry Fingleson has stepped down as non-executive director.

The Fortnum announcement said Fingleson had opted to step down to focus on his executive roles including spearheading new not-for-profit organisation, The Growth Project.

The announcement said Fingleson, managing director of one of Fortnum's principal practices, Priority Advisory Group, was a founding director of Fortnum Financial Group.

Fingleson said his decision to resign from the board would allow him to bed down changes at Priority Advisory Group, which was in the middle of a radical business transformation project. It would also release him to focus on The Growth Project, which exists to invest in the leadership of the not-for-profit sector.

Last year Priority Advisory Group engaged consultants Peloton Partners to review the business and identify strategic opportunities with a view to boost adviser productivity and deliver improved client and stakeholder outcomes.

"We've been in business for 30 years and while many things have changed, there's still enormous room for improvement which will drive greater efficiencies and deliver enhanced client outcomes," Fingleson said.

"I'm working with Peloton Partners to implement the changes which will strongly position the business for future growth. From a personal perspective I'm passionate about The Growth Project because I want to help small non-profit organisations and charities succeed by providing mentoring and leadership development opportunities for key staff and management."

 

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