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.
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NOTES TO EDITORS
About PIMFA
PIMFA (The Personal Investment Management & Financial Advice Association) is the trade association for firms that provide wealth management, investment services, and financial advice and planning to everyone from individuals and families to charities, pension funds, trusts and companies. The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
PIMFA represents both full and associate member firms. Full members provide a range of financial solutions, including wealth management, financial advice and planning, as well as investment and execution services. They assist everyone from individuals and families to charities, pension funds, trusts and companies. Associate members provide professional services to the PIMFA community.
PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to help create a UK culture of thriving financial health through constructive advocacy, fostering connections, and providing practical support.
PIMFA was established in 2017 as a result of the merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA), which has a history as a trade association dating back to 1991.
Further information can be found at www.pimfa.co.uk.
Contact PIMFA
For more information on this press release, or other press matters, please contact:
Julia Randall-Edwards, Head of Communications, PIMFA, juliare@pimfa.co.uk / (+44) 7970 201456.
