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.

Duncan Parkes

Director

FPFS, IMC, Chartered Financial Planner

Old Mill Financial Planning

Exeter

oldmillgroup.co.uk

Sarah Elson

Director

Certified Financial Planner™ Professional

Berry & Oak

Boston Spa, West Yorkshire

berryandoak.co.uk

Scott Millar

Financial Planner

First Wealth

London

firstwealth.co.uk

Kate Gannon

Director and Chartered Independent Financial Planner

Themis Wealth Management

Truro, Cornwall

themiswealthmanagement.com

Neil Parker

CEO

Joslin Rhodes

Northallerton

joslinrhodes.co.uk

Rob Schwarz

Financial Planner

DipPFS EFP

First Wealth

London

firstwealth.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

Facilitator

Megan Webb

Programme Development & Partnership Manager

Personal Finance Society

London

thepfs.org