Sarah Lord, President of the Personal Finance Society, has urged PFS and CII members to make their voices heard as a major consultation with members nears a close.

The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.

The Personal Finance Society board has voiced criticism of its parent body, the Chartered Insurance Institute, as a review of both bodies’ future strategies gets under way.

Personal Finance Society President Sarah Lord has joined Financial Planning firm Cooper Parry Wealth as its first chief growth officer.