Important information - Upcoming maintenance: The CII will be undertaking work on our IT systems throughout the entire weekend of 12-14 October, as part of our strategy to better support our members and customers.
The work will mean that during this time there will be no access to the CII/PFS/SMP websites and learners will be unable to take exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.
Practitioner Panel
Financial Planning
Publication date:
15 March 2022
Last updated:
19 March 2024
The Personal Finance Society’s financial planning practitioner panel was established in September 2017, to encourage more personal finance professionals to embrace the use of financial planning tools and techniques that may help both professionals and their clients achieve excellent outcomes and influence the securing of more financial futures.
The panel of volunteers commit their time to assist with the development and communication of Financial Planning skills, techniques, training and good practice in synergy with the Personal Finance Society’s wider programme of continued professional development (CPD). The panel are the thought leaders behind the PFS POWER platform, that creates inspirational financial planning content to share good practise across the profession.
Panel Members
The dedicated panel of expert practitioners who make up the Financial Planning Practitioner Panel are:
- Duncan Parkes, Old Mill Financial Planning
- Sarah Elson, Berry & Oak
- Carla Brown, Oakmere Wealth Management
- Neil Parker, Joslin Rhodes
- Matthew Aitchison, Clearvision Financial Planning
- Scott Millar, Finova Money
- Kate Gannon, Themis Wealth Management
- Rob Schwarz, Finova Money
Get involved
We welcome new panel member applications, once a year in July for September enrolment. This opportunity will be communicated out to all Personal Finance Society members in due course.
