The Personal Finance Society has named its latest regional Chartered Champions as part of its initiative to boost the profile of chartered status.
The twelve financial planners selected by the PFS will act as local advocates in promoting chartered status in their region.
The selected financial planners are:
- Martin Vaughan, Paragon Paraplanning, for the East Midlands region
- Simon Cole, Old Mill Financial Services, for the Exeter and North Devon region
- Tim Cotton, Money Wise IFA, for the Hampshire and Dorset region
- Lee Smythe, Smythe & Walker, for the Kent region
- Sarah Lord, Killik, for the London region
- Susie Hill, SCM Financial Planning, for the London region
- Ruth Sturkey, The Red House Consulting, for the London region
- Tony Laverick, Argentis Financial Management, for the Surrey region
- Patrick Murphy, Bluefin Advisory Services, for the Surrey region
- David Bowman, Ashcourt Rowan Financial Planning, for the Stamford region
- Philip Grafton, Blandy & Blandy, for the Thames Valley region
- Jonathan Walsh, Employee Benefit Solutions, for the Thames Valley region
PFS chief executive Fay Goddard says: “Chartered status is a recognised brand in itself and consumers value it as an indication of merit, capability and commitment to ethical practice. Chartered financial planner status is relatively new to the chartered family, so the benefits need to be promoted to the sector and the public.”