New Model Adviser - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

PFS picks 12 planners to lead planning push

26 Comments
PFS picks 12 planners to lead planning push

The Personal Finance Society (PFS) has chosen 12 financial planners have to sit on a new panel that will promote and develop the advice profession. 

The PFS Financial Planning Practitioner Panel will be chaired by new PFS president Sharon Sutton, and vice-chaired by Jane Hodges, who is managing director at Money Honey Financial Planning. 

Many of the names will be familiar to New Model Adviser® readers. Former cover star including Magenta Financial Planning chief executive Julie Lord (pictured) and award winners Fortitude Financial Planning and Eldon Financial Planning also appear. Xentum director and Next Gen Planning group founder Adam Carolan is also a member of the panel.

The full list of members is as follows:

  • Sharon Sutton, PFS President, managing director, Thornton Chartered Financial Planners
  • 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 panel will also be supported by former Institute of Financial Planning chief executive Steve Gazzard, and consultant Carrie Bendall. 

Gazzard said the group would use their experience of setting up successful financial planning businesses to help others do the same. 

'I have no doubt that their stories will inspire many more advisers to adopt some of the tools and techniques that contribute to good financial planning practice. Not only will advisers benefit from proposition and process insights, but business owners will get access to those that have often learned the hard way,' he said. 

Keith Richards, PFS chief executive, added: '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.

'The practitioner panel also supports our ‘united profession’ drive to become a more inclusive and professional society.' 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Comment & analysis

Twitter