The PFS POWER panel

We are very grateful to our Panel of experienced Financial Planners who offer guidance as the Personal Finance Society broadens its Financial Planning CPD programme and creates inspirational content to share good practice across the profession.

Chair

Alasdair Walker

Managing Director

Chartered Financial Planner

Handford, Aitkenhead and Walker Ltd

Rearsby, Leicestershire

ha-w.co.uk

Natalie Wright

Partner

Chartered Financial Planner

Mazars

Leeds

mazars.co.uk

Anthony Villis

Managing Partner

APFS, CFPTM Chartered MCSI

First Wealth

London, W1

firstwealth.co.uk

Tamsin Caine

Director of Financial Planning

Chartered Financial Planner, MSc, FPFS, Resolution Accredited Divorce Specialist

Smart Financial, Smart Divorce

Altrincham, Cheshire

smartfinancial.co.uk

Ricky Chan

Director

Chartered Financial Planner

IFS Wealth & Pensions

London, N22

ifswp.co.uk

Duncan Parkes

Director

FPFS, IMC, Chartered Financial Planner

Old Mill Financial Planning

Exeter

oldmillgroup.co.uk

Jane Gow

Chartered Financial Planner

Clear Cut Financial Planning

Cheshire, Manchester, Wirral

clearcutfp.co.uk

Sarah Elson

Director

Certified Financial Planner™ Professional

Berry & Oak

Boston Spa, West Yorkshire

berryandoak.co.uk

Facilitator

Megan Miller

Programme Development & Partnership Manager

Personal Finance Society

London

thepfs.org

Gretchen Betts

Managing Director & Financial Planner

Certified and Chartered Financial Planner

Magenta Financial Planning

South Wales

magentafp.com

Benjamin Beck

Founder

Financial Adviser Mentorship

Neil Parker

CEO

Joslin Rhodes

Northallerton

joslinrhodes.co.uk

Matthew Aitchison

Managing Director

Clear Vision Financial Planning

Kempston, Bedfordshire

clearvisionfp.co.uk

Carla Brown

Founder and Managing Director

Oakmere Wealth Management

Cuddington

oakmerewealth.co.uk

POWER Lead

Mark Hutchinson

Member Marketing Director

Personal Finance Society

London

thepfs.org

Content

Carrie Bendall

Head of Content

Based in Suffolk

inspiredc.co.uk