People moves: Isio, LV=, and PIMFA

Isio has named Dan Thomas as its chief executive officer, effective 1 September.

Thomas will join Isio with more than 20 years of leadership experience spanning professional services, consulting, outsourcing, and growth transformation. His career has included senior leadership roles at KPMG, Dell, Huntswood and the Management Consulting Group. He has also worked closely with several private equity-backed businesses, advising on growth strategy, commercial transformation and AI-enabled professional services. Thomas succeeds Andrew Coles, the current Isio chief executive officer.

LV= has appointed Jamie Wright as its new head of wealth proposition.

Wright’s experience spans financial services and regulatory bodies, including in retail proposition management. He joins LV= following previous roles at M&G Wealth, the Financial Conduct Authority (FCA) and Legal & General. In his new role, Wright will join LV=’s team of wealth specialists, with responsibility for further developing the firm’s wealth business, and shaping and delivering LV=’s wealth strategy.

The Personal Investment Management & Financial Advice Association (PIMFA) has added TrinityBridge CEO, Nigel Stockton, to its board.

Stockton was appointed CEO of TrinityBridge in September 2025, prior to which he held the same position at Ascot Lloyd for nine years. He has experience of leading private equity-backed firms, having previously led Oaktree-owned financial and wealth advisory firm Ascot Lloyd and overseeing its sale to Nordic Capital in 2022. Stockton brings almost 40 years of experience in financial services to the position, including roles in private equity, retail banking and media.

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