The Personal Finance Institute has elected Anthony Ward, Barclays Wealth Chartered Financial Planner, as its new interim chairman and appointed two new member directors to its board.
New member directors are Certified Financial Planner Carla Brown and IFA Daniel Williams.
Interim CEO Don McIntyre will also stay on for another six months, the professional association of financial planners with 40,000 members announced today.
The change comes three weeks after two independent PFS directors resigned from the board over a dispute over the possible transfer of PFS’s £19m fund to parent group CII.
Since last year, PFS and CII have been at odds over the future direction of PFS, the professional body that makes Chartered Financial Planning designations.
Anthony Ward said it was a “privilege” to be appointed interim president.
he said: “PFS has helped me throughout my career, and I know that PFS will play an important role for all members going forward.
“We are delighted to welcome Carla and Daniel to the PFS Board soon. They bring significant professional experience from within and outside the financial services profession.”
Carla Brown is Managing Director of Oakmere Wealth Management and Director of CL Wills and Estate Planning and has over 25 years of experience as a financial services professional. She is a Certified Financial Planner, PFS Fellow, PFS Education Champion, and 2021/22 PFS Certified Financial Planner of the Year Award.
Daniel Williams is an IFA at Morgan Williams & Co based in Yorkshire. She won her PFS Education Champion of the Year at the 2022 Personal Finance Awards.
The new member directors will serve on an interim basis until the PFS General Assembly on September 20, at which time the terms will be formally approved if the members agree.
They attended their first PFS Board meeting on Monday, July 3, when existing Member Board member Elizabeth Bastin was re-elected as General Director.
Ward said PFS has begun the process of selecting additional directors, saying, “Together with the other directors appointed by the CII Group Board of Directors, we will provide the necessary leadership that PFS members deserve as we enter exciting times. , strategic focus, and collectively provide good governance.” A new stage of organization. “
The PFS Board also agreed to adopt a new independent chair at its July 3 meeting.
