Megan Miller introduces a refreshed PFS Power panel
The PFS has appointed a new chair and new members to its expert financial planning panel.
The PFS Power panel consists of experienced financial planners who offer guidance as the PFS broadens its continuing professional development (CPD) programme and creates inspirational content to share good practice across the profession.
Joining the panel this year are the following Chartered financial planners: Gretchen Betts, managing director of Magenta Financial Planning; Carla Brown, managing director of Oakmere Wealth Management; and Matthew Aitchison, managing director of Bedfordshire-based Clear Vision Financial Planning. Also joining the panel are: Neil Parker, CEO of Joslin Rhodes; and Benjamin Beck, founder of the financial adviser mentorship group FAM, which helps second careerists and new entrants get a foot in the door of the profession.
As well as the fresh faces joining the panel, Chartered financial planner Alasdair Walker, managing director of Leicestershire-based Handford, Aitkenhead & Walker, is taking over the role of chair, as Damien Rylett, CEO of Brunel Capital Partners, steps down.
Mr Walker said: “I am looking forward to taking on the challenge of chair at what is a critical time for the development of the financial planning profession. My focus as chair will be squarely on education – we have a fantastic resource of five years’ worth of content aimed at inspiring, assisting and guiding practitioners – both current and aspiring.
“We now have the opportunity to forge this into a powerful course, ideally supported by a renewed focus on financial planning in the Personal Finance Society’s syllabus.”
Mark Hutchinson, membership director at the PFS, said: “A strong and vibrant financial planning profession has the power to transform lives for the better and is essential to build the financial resilience of this country.
“I would like to thank the financial planners who offer us their time, good practice and guidance to shape Power content that our members tell us inspires, enlightens and informs the top-quality service they provide to their clients.”
To find out more information and view the PFS Power financial planning hub containing webinars, articles and podcasts, visit: https://pfspower.org
Megan Miller is programme development and partnership manager at the PFS
Image credit | Getty
Meet the new members of PFS power panel
“With many years’ experience in the profession, I want to be able to pass on some of my learning and help shape the future of financial planning. The panel provides lots of great content and I am excited to be involved in changing the way financial planners approach and develop their client relationships, and build better businesses for the future.”
“I joined the PFS financial planning practitioner panel because I believe the only way to ensure real progress and the positive change that our profession vitally needs, is to be part of a group that reaches those starting out in their career and shapes the focus for the financial planners of the future.”
“I still have a lot to learn so I’m excited to join the panel, which has a wealth of experience to draw from. I hope to have a positive impact as part of the panel, to continue the great work PFS Power is doing. During my time on the panel, I hope to help generate content and develop webinars that are useful for the wider profession and perhaps inspire further modernisation and change.”
“I have joined the PFS financial planning practitioner panel to try and spread best practice and increase the number of people that deliver and receive true financial planning. We have the power to deliver so much good and change people’s lives for the better.”
“I have been a contributor to the PFS Power programme for a couple of years now and it’s great to be part of a community that shares best practice. I am really looking forward to curating and delivering some great content to aspiring and experienced financial planners alike during the next few years.”