The PFS has elected Sarah Lord as president for 2020 to 2021.
Ms Lord is chief client officer for Succession Wealth and is responsible for the client and brand strategy.
With a passion for developing future talent within the business, she also chairs the Succession Wealth NextGen Steering Group.
With nearly 20 years of experience in the profession, prior to joining Succession she was a partner at Mazars, a top 10 UK professional services firm, and before that she was a partner at Killik & Co, heading up the Wealth Planning operation in both the UK and the Middle East.
Having achieved Fellow of the PFS, Chartered financial planner and Chartered wealth manager status, Ms Lord is one of the highest qualified female financial planners in the UK.
In 2016, she was elected to the board of the PFS and has featured in International Adviser’s Top 100 Most Influential list following a period advising outside of the UK.
Commenting on her election at the PFS virtual annual general meeting, Ms Lord said: “2020 has been an unprecedented year for society and our profession, now more than ever, there is a need for professional financial advice.
“United as a profession, we have a role to play in ensuring that clients have confidence in their financial future. I am really looking forward to my year as president of the PFS; my theme for the year will be to focus on building a strong and sustainable future for our profession. Aspire, the financial adviser development programme, will be at the heart of my presidential theme,” she said.
