The Personal Finance Society (PFS) has elected Garry Hale, managing director of HK Wealth Managers Limited, as president for the year 2012/13 at the annual general meeting held in London on 5th September 2012.
Garry succeeds Jon Everill as president and is joined by David Thomas, joint managing partner at Chadney Bulgin, who has been newly elected as vice president and David Ingram, partner at Aim Two Three LLP, who retains his vice presidency.
Commenting on his appointment Garry said, “It is an honour to be elected as the new PFS president for 2012/13 but first I would like take this opportunity to pay tribute to Jon Everill who has shown the utmost commitment and dedication to the PFS in his role as president. I am looking forward to continuing Jon’s hard work in this critical year for the financial planner community. The Personal Finance Society has been instrumental in helping individuals and firms consider how they can most effectively comply with the new Retail Distribution Review (RDR) rules and requirements and as we approach the final few months we are seeing the hard work pay off.
“The PFS has also been helping firms and individuals look beyond the RDR requirements to Chartered status, and earlier this year the PFS was pleased to announce that it had topped the 3,000 Chartered financial planners mark. During my year as president I intend to continue this drive and focus on increasing levels of expertise and professionalism within the market.
” Fay Goddard, chief executive of the PFS, added: “On behalf of the PFS I would like to thank Jon Everill for all his hard work and dedication over the past year and welcome Garry as the new president. With the RDR threshold fast approaching our role of helping members develop and maintain their professional qualifications and standards is more important than ever before and we at the PFS are fortunate to have such experienced and knowledgeable individuals on the Board to lead the way with this ongoing support.”
These appointments follow news in July 2012 that Sharon Sutton, managing director of Thornton Associates Limited, has been co-opted as an adviser to the PFS board. For more information on the PFS please visit http://www.thepfs.org/
