The PFS has nine full time members of staff who work
together to deliver the strategy set by the board, our
regional events programme, member support services and many more
Chief Executive Officer
0207 417 4474
Keith has over 30 years' experience
within financial services and has operated at a senior level
throughout most of this time in various roles, spanning both
manufacturing and distribution. He has an established media profile
and is a visible figurehead within the Intermediary sector,
regularly called upon for comment on UK financial services matters
both home and abroad.
Keith was appointed Chief Executive of the Personal Finance
Society in May 2013 bringing with him a wealth of experience to the
role, combining his intermediary background and extensive knowledge
and experience of the marketplace to ensure that the PFS remains
the professional body of choice.
Head of Operations
Martin enjoyed a successful career in
event management within local Government prior to joining the
Personal Finance Society in March 2008 as Project Manager
responsible for the regional Programme. During 2008 his
responsibilities grew and Martin's role now focuses on the
operational delivery of all PFS membership activities, together
with Budgetary control.
Head of Professional Development
Lee was appointed as Head of Professional Development at the
Personal Finance Society and the Society of Mortgage Professionals
in 2015. His financial services career spans over 17 years and has
held roles as CEO of a professional development academy, Financial
Adviser, Mortgage Broker and Building Society Manager. Lee is very
passionate about the ongoing professional development of our
sector, in particular with regard to new talent, and was Chair of
two of the 'Trailblazer' initiatives that the government introduced
for financial services apprenticeships.
Head of Marketing
Mark joined the Personal Finance
Society in November 2008. He is responsible for promoting the
organisation to a range of stakeholders, communicating the events
and services available to members and delivering an overall
membership package that is highly valued.
Mark's background marketing financial services stretches back to
1989. He has recently held senior marketing roles within AIG Life
and Close Investments. Mark completed his MBA in 2002.
Media Relations Executive
Joe joined the Personal Finance Society in April 2016 after four
years as a business journalist in Adelaide, Australia, and a short
stint with global financial PR agency Finsbury. His focus is on the
Personal Finance Society's engagement with external stakeholders
including members and the trade and consumer press.
Joe is a Chartered Accountant, having commenced his career with
global professional services firm PwC.
Vishal joined the Society of Mortgage Professionals in April
2016 to work alongside the Personal Finance Society in order to
provide more focused benefits to our members working within the
Mortgage and Personal Protection professions.
Vishal has 6 years experience of working in the Mortgage,
Personal Protection and Banking industries.
Professional Development Co-ordinator
Caroline is the central point of
contact for Personal Finance Society relationships whilst providing
general administrative support.
Her focus is maintaining a solid relationship with not only our
Partners in Professionalism but with all committee officers across
our 26 regions.