Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, having been reappointed at the September PFS board meeting.
Ms Brown, chief executive of St James's Place partner firm Oakmere Wealth Management, has served on the PFS board since July 2023.
Kate Gannon was appointed vice president of the PFS at the same meeting on 11 September.
Ms Gannon has been a director of the PFS board since February 2023, and is founder of Themis Wealth Management. Themis is an appointed representative of Vision Independent Financial Planning Ltd.
Both appointments were ratified by members at the PFS AGM in Birmingham on 25 September, with the pair both eligible for reappointment in 2026.
Ms Brown said she will continue to focus on education during her second year in office.
She said: “I remain deeply committed to supporting members in upholding the highest professional standards, and building public trust in the financial planning profession. As we look to the future, I am excited to build on the momentum we have created over the course of this year, with a continued focus on education and financial literacy.”
Ms Brown recently wrote a column for Financial Planning Today, explaining why the PFS is investing £1m into a series of major new training initiatives to attract new blood to the profession and tackle the long-term decline in new entrants.
The PFS has seen many changes to its board in the past few years.
Former Vice-President Daniel Williams, along with member director Ben Wright, became the latest senior people to exit the organisation in May. Mr Williams said he resigned over “concerns about the culture and structure of the Personal Finance Society.”
Mr Wright accused the PFS board of lacking, "independence and clarity of purpose."
The PFS has been beset with a rapid turnover in directors in recent times with 19 appointments or terminations of directors in 2024, according to Companies House records. That’s against a background of continuing unhappiness from some members about the direction of the organisation and the use of financial reserves.
