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Personal Finance Society
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PFS Board

The PFS board of directors meet on a regular basis to discuss the ongoing strategy and direction of the Personal Finance Society.

The board decide the strategy and direction of the Personal Finance Society in line with the Personal Finance Society Mission Statement:

"To lead the financial advice community towards higher levels of professionalism, exhibited through ethical and behavioural standards, interpersonal and business skills and technical knowledge - achieving this goal through a wide programme of activities, including advocacy, guidance, publications and related tools, and training and educational events, all to the ultimate benefit of the profession and the consumer alike."

The current Personal Finance Society board is made up of 12 members.

Adam Owen
Sharon Sutton FPFS
Chartered Financial Planner
Gordon Wilson APFS
Chartered Financial Planner
Adam Owen, DipPFS, Certs CII(MP & ER)


John White Jonathan Rees
Rory Percival ACII, APFS
Chartered Financial Planner
John White, ACII, DipPFS,
Chartered Insurance Practitioner
Jonathan Rees
Lay Director


 Sian Fischer 2 Keith Richards Sarah Lord
Sian Fisher ACII
Cheif Executive Officer


Keith Richards
Chief Executive
Sarah Lord, FPFS, RLP
Chartered Financial Planner

PFS Board

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Members get access to a range of benefits, including quality CPD and discounts on CII exams.