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PFS appoints David Ingram as president

The Personal Finance Society has appointed Aim Two Three partner David Ingram as president.

Ingram succeeds HK Wealth Managers managing director Garry Hale in the role.

Phoenix Temple Wealth Management’s Brendan O’Ciobhain has also been named as vice president, while Chadney Bulgin joint managing partner David Thomas retains his vice presidency.

Ingram says: “Garry Hale has been a great ambassador for the PFS within the advisory sector and beyond over the past historic year and I look forward to building on his good work.

“To be elected as president of the PFS is a great privilege and I am excited about what the coming year will bring. Guiding the financial planning community towards higher levels of professionalism is a cause I am proud to lead.”

Consilium Financial Planning managing director Kevin Morgan says: “There is an opportunity for the PFS to really push its trade representation potential in the wake of other organisations being essentially ineffective. David Ingram appears to have the know-how and the intelligence to be able to do that.”

Ingram co-founded support services company Threesixty Services alongside David Brattesani and Ross McArthur in 2003 after breaking away from Bankhall. Ingram quit his role as Threesixty technical director in July 2011.

In August 2011, he launched a support services business called Aim Two Three aimed at product providers, fund management groups and trade bodies.

The PFS appointed former Tenet distribution and development director Keith Richards as its new chief executive in February. Richards replaced Fay Goddard in the role after she announced she was quitting the trade body in November.


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