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PFS elects new president


The Personal Finance Society has appointed Phoenix Wealth Management managing director Brendan O’Ciobhain as its new president.

O’Ciobhain, who previously held roles at City Financial Planners and Inter-Alliance, was elected at the Society’s annual general meeting.

He replaces Chadney Bulgin managing director David Thomas whose 12-month term ends this month.

Thornton Associates managing director Sharon Sutton and NFU mutual sales and agency director Nick Turner were appointed vice presidents.

Turner was previously sales director for Axa Wealth and head of proposition for the Elevate platform, while Sutton is a past president of the Isle of Man Insurance and Financial Services Institute.

In recent months the PFS has led warnings over so-called insistent clients.

Chief executive Keith Richards has called on the Government and regulator to introduce safeguards for advisers working with clients who go against recommendations.

Richards discusses the FCA’s recently announced review of the advice market in a video interview with Money Marketing here.


Behind the headlines: PFS chief executive Keith Richards

Earlier this month the Government unveiled plans for a major new review of the advice sector, promising to establish how the market can function better for consumers. A joint project between the Treasury and the FCA, the review is expected to generate plans to better establish a broad-based financial advice market, create a clearer regulatory […]


PFS Chelverton Equity fund tops Sanlam ‘White List’

The £364.2m PFS Chelverton Equity fund has taken the top position in the latest Sanlam White List. The wealth manager’s private investments income study ranks the 14 best performing UK equity income funds. The PFS fund, which is co-managed by David Horner and David Taylor and focuses on mid and smaller-cap companies, has outperfomed the wider market in […]

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White paper — Sierra Leone International Insights

Jelf Employee Benefits assesses the areas that employers should be aware of when considering operating in Sierra Leone, including healthcare access, delivery and insurance provisions. This report draws on various sources to highlight specific considerations for this emerging jewel in West Africa.


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