Garry Hale has been named as new President of the Personal Finance Society for 2012/13.
Mr Hale, managing director of HK Wealth Managers, was appointed President on 5 September and succeeds Jon Everill.
He has worked in financial services since 1990 and set up his own Financial Planning practice in 2001.
David Thomas, joint managing partner at Chadney Bulgin, and David Ingram, partner at Aim Two Three LLP, will be vice presidents.

Mr Hale said: "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 RDR rules and requirements and as we approach the final few months we are seeing hard work pay off."
Fay Goddard, chief executive of the PFS, said: "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 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."