Personal Finance Society Appointment

You may have seen the tweets earlier this week but, for those who didn’t, I was delighted this week to be appointed to the Board of Directors for the Personal Finance Society!

With 35,000 members, and the role including being involved in the setting of the society’s strategy and supporting our members in their professional standing, this is a hugely important role and one I am extremely excited to be involved in.

My hope is to bring a fresh perspective to the board; both from a paraplanner perspective and from a ‘youth’ perspective. While not as young as I once was (who is?!) I am still below the average adviser age and have a real enthusiasm to see more young people choosing financial services as their career, rather than just ‘falling’ into it as so many of us did. This will therefore be one of my personal key aims to work towards over the coming three years.

I’m extremely grateful to the board and members for voting me in and hope to do the role justice.

Any questions or comments on this are more than welcome – feel free to drop me a line at cathi@staging-staging-staging-para-sols-co-uk.stackstaging.com.

Thanks!
Cathi

Share this post

You might also be interested in...

PS News

Conducting R(ESG)Search

As a paraplanner, there are a number of aspects you need to think about when it comes to ESG investments. Grant Callaghan, Paraplanning Techspert, Para-Sols,

Read More »
PS News

The importance of being admin

Financial administrators, client support, client liaison, parassistant, admin assistant, parapartner… whatever the job title, there’s no doubt that administrators are an integral part of any

Read More »

Hello. Hey. Hi.

Welcome to The Verve Community

Here you can join in the con-verve-sation, (geddit?) and network with peers from across the financial services industry, sharing knowledge and best practice.

Download our app on Apple, Android or use our web version using the links below.