PFS welcomes three to financial planning practitioner panel

Appointed on 19 September

Sophie King
clock • 2 min read

Three panellists have been appointed to the Personal Finance Society's (PFS) financial planning practitioner panel.

IFS Wealth & Pensions Chartered financial planner Ricky Chan, Mazars Financial Planning Chartered financial planner Natalie Wright, and Smart Financial Planning head of financial planning Tamsin Caine are due to be appointed on 19 September. The panel was set up in 2017 with the aim to raise awareness of financial planning skills and techniques, and to share good practice among the advice sector. It has 12 members, including some of those on the PFS executive team. The panel also has a purpose to assist with the development and implementation of financial planning methodology and even...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Awards 2025: Adviser category shortlists revealed!

PA Awards 2025: Adviser category shortlists revealed!

The industry’s best in ESG, client engagement, paraplanning, vulnerable customer care, and more

Professional Adviser
clock 26 November 2024 • 3 min read
Defaqto CEO: 'Consolidation will not be the end game'

Defaqto CEO: 'Consolidation will not be the end game'

‘The most profitable firms are the smallest’

Isabel Baxter
clock 26 November 2024 • 2 min read
FCA delivers plans to regulate cryptocurrency

FCA delivers plans to regulate cryptocurrency

Regulator releases roadmap setting out a series of consultations

Isabel Baxter
clock 26 November 2024 • 4 min read