A new initiative focused on good practice

29th September 2017

The Personal Finance Society (PFS) has established a new Financial Planning Practitioner Panel to help with the vision of “protecting the public by guiding the profession”.

The panel of experienced financial planners, which includes Fortitude director Neil Bailey, will be advising the PFS as it broadens its programme of continuous professional development (CPD) resources to incorporate inspirational financial planning good practice.

Society President and Panel Chair, Sharon Sutton commented: “We are honoured to have such a distinguished and passionate group of individuals who are willing to share what they have learned for the benefit of the wider profession.”

Neil commented: “It is a privilege to be involved with this project.  Hopefully, by learning from the collective experience of this group, many more advisers will adopt some of the tools and techniques that contribute to good financial planning practice.  This will be a win/win for the both adviser and their clients.”