PFS POWER Financial Planning Practitioner Panel
We are very grateful to our PFS POWER Panel of experienced Personal Finance Professionals who offer guidance as the Personal Finance Society broadens its CPD programme and creates inspirational content to share good practice across the profession.
Adam Field
Wealth Manager
DipPFS MCSI Certs CII (MP & ER) Certs PFS (DM, Securities)
William Highbourne
Exmouth
Kate Evans
Director and Chartered Independent Financial Planner
Exhale Financial Planning
Shrewsbury
Kate Gannon
Director and Chartered Independent Financial Planner
Themis Wealth Management
Truro, Cornwall
Rosa Nash
Chartered Financial Planner
Fellow of the CII
Montgomery Charles Wealth Management
Wiltshire
Sam Patterson
Head of Delivery
APFS Chartered Financial Planner
Equilibrium Financial Planning
Cheshire
