As part of the Society’s focus on good practice sharing, incoming Personal Finance Society (PFS) president, Sharon Sutton, recently chaired the first meeting of a new Financial Planning Practitioner Panel. Working with consultants Steve Gazzard, ex-IFP chief executive and Carrie Bendall, the panel of experienced financial planners will be guiding the PFS as it broadens its CPD programme to incorporate inspirational financial planning good practice.
The Financial Planning Practitioner Panel comprises the following practitioner members:
- Chair - Sharon Sutton, PFS President, managing director, Thornton Chartered Financial Planners
- Vice Chair - Jane Hodges, managing director, Money Honey Financial Planning
- Adrian Quick, director, HarperLees
- Anthony Villis, managing partner, First Wealth,
- Neil Bailey, director, Fortitude Financial Planning
- Damien Rylett, managing director, Brunel Capital Partners
- Garry Hale, managing director, HK Wealth
- Gemma Siddle, director, Eldon Financial Planning
- Julie Lord, chief executive, Magenta Financial Planning
- Simon Thomas, head of policy, regulatory and compliance, Tenet Group Limited
- Adam Carolan, director, Xentum
- Brendan O’Ciobhain, managing director, Phoenix Wealth Management
The PFS has established the experienced practitioner panel to provide relevant financial planning insight and guidance to the wider profession as part of a continued focus on consumer outcomes and business sustainability.
Keith Richards, PFS chief executive, said: "The advice landscape continues to evolve with financial planning becoming central to the government’s desire for consumers to take more responsibility for their own financial futures. Increasing consumer demand for advice and feedback from members reinforces the need for the PFS to play a key role in providing ‘good practice’ guidance on financial planning methodologies which is central to our strategic commitment to evolve our purpose and build public trust.