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...
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