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Personal Finance Society
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Personal Finance Society president

Personal Finance Society president for 2017/18

The Personal Finance Society President for 2017/18 is Sharon Sutton. Ms Sutton took over from Nick Turner, who stepped down from the board after completing a 12-month rotation as President of the professional body and six years as a Member Director.

Ms Sutton has over 30 years’ experience working in financial services, having held a number of senior roles at Thornton, Marsh and Barclays. She is a Fellow of the Personal Finance Society and was Chairman of the Isle of Man Region from its inauguration until 2012. She was the President of the Isle of Man Insurance Institute for the year 2011/12 which saw the centenary celebration of the CII and the 25th anniversary of the Isle of Man local institute. Last year she was appointed Vice President of the Personal Finance Society.

Personal Finance Society Chief Executive Keith Richards welcomed Ms Sutton’s appointment, and paid tribute to the Society’s outgoing directors.

“Sharon is an incredibly welcome addition to the PFS as its President for the year ahead. Her experience will be invaluable in helping us further evolve our role as a professional body and I look forward to working closely with her over the next 12 months,” he said.

“I would like to thank past President Nick Turner for his insight and contribution to the profession over the past six years. His theme of attracting new talent led to the development of Aspire, the Society’s new apprenticeship programme which we will continue to build.

Also stepping down after six years on the board is David Thomas, joint Managing Partner of Chadney Bulgin.

“During David’s year as President his theme was the sharing of ‘good practice’ which continues as the Society’s Good Practice Hub. I want to thank him for his dedication and outstanding contribution these past six years,” said Keith Richards.

Mr Turner and Mr Thomas will be replaced on the Society’s board by Rory Percival and Gordon Wilson. Percival was previously technical specialist at the Financial Conduct Authority, where he was at for 10 years before leaving in August 2016 to set up his own consultancy firm. Wilson is the founder and Managing Director of Carbon Financial Partners.

Ms Sutton said: “I’m really proud to have been appointed President of the Personal Finance Society. My main goal for the year ahead is to advance the practice and profession of financial planning so to encourage our members and the wider personal finance profession to embrace the use of such tools and techniques that may help them and their clients achieve excellent outcomes. I look forward to working with Keith and the team.”

Personal Finance Society board changes approved at today’s AGM: 

Director resignations
Nick Turner (Member Director)
David Thomas (Member Director) 

Director appointments
Rory Percival (Member Director)
Gordon Wilson (Member Director) 

Director reappointments
John White (Member Director)
Jonathan Rees (Lay Director)



For further information please contact:

Keith Richards, chief executive  
Office: 0207 417 4474
Mobile: 07786 023033

Imran Javaid, media relations executive
Office: 0207 417 3579

Notes to Editors:

The Personal Finance Society

The Personal Finance Society’s core objective is to serve the public by guiding the advice profession. It is the leading professional body for financial advisers and those in related support roles.

With more than 37,000 individual members, it promotes the highest standards of professionalism by setting the standards for technical knowledge, customer service and ethical practice across the entire financial planning community. To achieve its aims, the society provides its members with access to a programme of continuing professional development, relevant qualifications, learning materials, support services and many other practical benefits.

Operating under a Royal Charter, its primary objective is to secure and justify public confidence and trust in its membership and the profession more broadly.

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