PFS unveils panel to shape member support

Mr Rylett replaces Sharon Sutton, Past President of the Personal Finance Society and Managing Director & Chartered Financial Planner of Thornton Chartered Financial Planners, who is stepping down as Chair of the panel after three years.

The Personal Finance Society’s practitioner panel was established to ensure financial advisers can provide invaluable insight to enable the professional body to develop and share a range of skills and business practice content with its wider membership across Power articles, webinars, videos and podcasts, which can be accessed at pfspower.org.

Panel members serve for three years with up to four members rotating off every year (but with the ability to serve for a second three-year term).

Sharon Sutton, Past President of the Personal Finance Society, said: “The Power of Financial Planning initiative has changed people’s lives and continues to grow and develop. I am very pleased to leave it in the capable hands of 12 committed practitioners and the PFS team.”  

Mr Rylett said: “As recognition of the Power brand grows, the engagement is increasing and feedback from members has continued to be excellent; this is supported by the quality of the individuals applying to join the panel of practitioners supporting the strategy and content delivery.

“I look forward to carrying on Sharon’s great work.”

Alasdair Walker Hunter, Managing Director of Aitkenhead & Walker Ltd, will become Vice-Chair of the panel.

Alongside Ms Sutton, Brendan O’Ciobain, managing director of Phoenix Wealth Management, and Julie Lord, chief executive of Magenta Financial Planning, are also stepping down as panel members.

Joining the panel this year are Jane Gow, director and Chartered Financial Planner at Clear Cut Financial Planning, plus Sarah Elson, director and Certified Financial Planner at Berry & Oak.

Keith Richards, CEO of the Personal Finance Society, said: “We are extremely grateful to our members for volunteering their valuable time and expertise for the benefit of others and would like the thank Julie, Brendan and Sharon for their invaluable contribution and leadership of the Power of Financial Planning.

“The Personal Finance Society remains committed to helping our profession become recognised by the public and government for the value they provide, and the Power initiative helps build on excellent technical advice with the skills and processes that can help deliver a client-centred advice and planning service.

“I wish Damian and the panel every success in the chair and thank the entire panel for their ongoing commitment and support of the profession and PFS.” 

Continuing Panel Members are: