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PFS planner panel welcomes three new members

Three people have joined the Personal Finance Society’s financial planner practitioner panel, as it enters its second year.

The new panelists joining from 18 September are Paradigm Norton client director Ruth Sturkey, Hunter Aitkenhead & Walker director Alasdair Walker and Old Mill Financial Planning director Duncan Parkes.

HK Wealth managing director Garry Hale has been re-elected to sit on the panel for a second year.

Outgoing PFS President Sharon Sutton will continue to chair the panel, which was established last year to encourage the sharing of skills, techniques and good practice among members.

The other members of the panel in 2018/19 are:

  • HarperLees director Adrian Quick
  • First Wealth managing partner Anthony Villis
  • Phoenix Wealth Management managing director Brendan O’Ciobhain
  • Brunel Capital Partners managing director Damien Rylett
  • Eldon Financial Planning client services director Gemma Siddle
  • Money Honey Financial Planning director Jane Hodges
  • Magenta Financial Planning chief executive Julie Lord
  • Advisa Financial Services director Paul Hamer

Sutton says: “I wanted our members to have access to the vast experience of their peers in applying a range of skills and techniques to help improve the outcomes for their clients.”

PFS to launch free financial education programme for schools

In its first year, the PFS panel developed CPD content including:

  • A good practice guide to financial planning, highlighting how financial planning has the power to change lives;
  • A series of client testimonial videos, demonstrating the client perspective of the power of financial planning;
  • Articles, case studies and a range of other practitioner-led initiatives.


Brewin Dolphin hires another six for advice expansion

Discretionary fund manager Brewin Dolphin has continued its advice arm recruitment drive with another six hires. The appointments come from across the UK and include hires into Edingburgh, London and Belfast. Former Succession adviser Ross Belford and Edinburgh Wealth Management paraplanner Graeme Muir join in Scotland. There are also two more hires to Brewin’s London team, […]


FCA and CII announce new exam to ‘reassess’ Level 4 qualifications

The FCA and Chartered Insurance Institute have announced a new test to reassess whether or not advisers with the Level 4 Diploma in Financial Planning still have sufficient knowledge. From 1 October, the Regulated Retail Investment Adviser Re-Evaluation assessment will be available after a collaboration between the FCA and CII aimed at raising the standards […]


True Potential put up for sale

Platform, fund management and advice business True Potential has been put up for sale, in a deal that could be worth up to £2bn, according to Sky News. It is reported True Potential has appointed bankers from Perella Weinberg Partners to deal with offers from prospective buyers. The company is owned 739 individual partners, with a […]

Fidelity advice business ushers in new boss

Fidelity has confirmed a change in leadership for its advice business Fidelity Retirement Services. Former Fidelity personal investing head Jonathan Hewitt has left the business with Stuart Welch, who also oversees Fidelity’s share dealing service, taking on that role. As personal investing head, Hewitt was responsible for Fidelity’s advice business as well as its direct-to-consumer […]


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