This year’s new panellists are Natalie Wright, Chartered Financial Planner and director of Mazars Financial Planning, Ricky Chan, director and Chartered Financial Planner of IFS Wealth & Pensions, and Tamsin Caine, head of Financial Planning at Smart Financial Planning.
Sharon Sutton, former president of the PFS and chair of the panel, said: “All panel members are passionate about the power Financial Planning has to genuinely change people’s lives.
“We are very pleased to see three young, but accomplished, practitioners add their experience and vision to help develop content that will support fellow professionals improve the outcomes for their clients.”
Examples of content produced by the panel in the last 12 months include good practice guides to client experience, client acquisition and engagement plus Power Workshops aimed at helping practitioners with first client meetings.
Panel members serve for three years with up to four members retiring from the panel every year.
Keith Richards, PFS chief executive, said: “We are extremely grateful to our members for volunteering their valuable time and expertise for the benefit of others.”