Aberdeen / Orkney – Latitude Wealth Management announced the appointment of Tanya Wicks as Operations Manager, strengthening the firm’s commitment to delivering exceptional client service and supporting the continued growth of the business across its Aberdeen and Orkney offices.
Tanya rejoins the St. James's Place Partnership in this key leadership role, bringing with her significant experience across wealth management, proposition development and business operations. In her previous role within St. James's Place, Tanya led the delivery of client proposition initiatives and supported partner practices in enhancing stakeholder engagement and service delivery.
As Operations Manager, Tanya will play a central role in driving operational excellence, supporting advisers and colleagues, and ensuring the firm continues to provide high-quality, personalised financial planning to its clients. Latitude Wealth Management has recently entered an exciting new chapter following the rebrand from Gregor Howitt Wealth Management, as the business continues to evolve and innovate while maintaining its trusted approach to client service.
Billy Elliott, Director at Latitude Wealth Management, said: “We are absolutely delighted to welcome Tanya to the team. Her experience within the St. James's Place Partnership, combined with her operational expertise and passion for delivering meaningful improvements, makes her a fantastic addition to our business. As we continue to grow, Tanya will play a key role in supporting our advisers and enhancing the service we provide to our clients.”
Commenting on her appointment, Tanya Wicks said: “I am thrilled to be back in the St. James's Place Partnership in joining Latitude Wealth Management. I’m grateful to Billy and Diane Elliott for the opportunity to contribute and look forward to working alongside the established team to help navigate new challenges and deliver meaningful impact.”
This appointment reflects Latitude Wealth Management’s ongoing investment in its people, infrastructure and long-term growth, as the firm continues to build strong relationships and support clients in achieving their financial goals.