The PFS Financial Planning Panel is asking for member volunteers
who can help shape a dedicated Financial Planning stream within the
Please get in touch if you would like to put yourself forward
for any of the following roles:
- A seat on the PFS Financial Planning Panel made up of 12
practitioner members, meeting up three times per year and picking
up actions to drive tasks forward.
- Regional PFS Financial Planning contact helping to communicate
key messages and potentially chair new regional Financial Planning
- Contributor to a new good practice Financial Planning Guide to
be made available to all members.
- Practitioner presenter at forthcoming Financial Planning
The Financial Planning Panel is chaired by PFS Vice President
and Chartered Financial Planner Sharon Sutton and supported by
consultants Steve Gazzard and Carrie Bendall.
Please email Carrie Bendall email@example.com
putting PFS Financial Planning Project in the subject box and
indicate in your mail which role or roles you are interested in.
The Financial Planning Panel would like to hear from you as soon as
possible. We will then respond with further information on each of
the above by mid July.