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Annual General Meeting


The Annual General Meeting of The Personal Finance Society for 2019 was held on Monday 16 September during which Adam Owen DipPFS, Certs CII (MP & ER) was confirmed as President for 2019/20.

Adam is currently Curriculum and Training Director at NextGen Planners. He joined the profession in the mid-1990s and has held advisory roles within direct sales and the IFA sector and provided technical compliance support to both DA firms and Networks. He was a founding director of support provider EQI Consultancy and has held a variety of senior compliance and supervision positions.

Commenting on his election, Adam Owen said:

“...I am looking forward to my year as President of the PFS as the profession faces challenging times. My theme for the year will be supporting and empowering the future leaders of our profession whilst also raising the profile of professional advice and highlighting the positive impact in can have in society. The launch of the Connect mentoring programme is a great start in supporting people making the transition into senior management and leadership positions and I see supporting the development of future leaders as the natural evolution to the work of previous PFS Presidents.”

Watch the AGM

The recording of the AGM is now available to view.