PIMFA, the leading trade association representing the wealth management, financial advice, and financial planning profession, is delighted to welcome Andrea Montague, Chief Executive Officer of Brooks Macdonald to its Board of Directors.
Andrea was appointed CEO of Brooks Macdonald in October 2024, having joined in August 2023 as Chief Financial Officer, bringing an impressive track record and experience of operating at Board and Executive level across the UK long-term savings and asset management sector.
Her previous roles include Group Chief Risk Officer and Group Chief Financial Controller at Aviva. Prior to that, Andrea held senior leadership roles including Deputy Group CFO at Royal London and Group Chief Internal Auditor at Standard Life plc. She began her career at PricewaterhouseCoopers, where she qualified as a chartered accountant.
The main responsibilities of the PIMFA Board include overseeing the approach to be taken by the organisation, in relation to its advocacy and external relations.
Liz Field, Chief Executive of PIMFA, commented: “I am delighted that Andrea Montague has agreed to join the PIMFA Board bringing both a wealth of experience and knowledge across the UK long-term savings and asset management sector. The PIMFA Chair and the current board members look forward to working with her.”
Andrea Montague, CEO of Brooks Macdonald, commented: “After being a member and working in the long-term saving and wealth management sector for all of my career, I was pleased to be asked to join the PIMFA Board. I look forward to representing the views of the sector and working with the Chair and fellow Board members.”
