A pair of board members have joined the Personal Finance Society.
Kate Gannon and Craig Palfrey are set to join the board on Monday (March 3).
Gannon founded Themis Wealth Management in Cornwall and is a fellow of the PFS.
She previously spent 20 years with Barclays Bank, and has been Treasurer Trustee for Age UK Cornwall and the Isles of Scilly for the last eight years.
She said: “It is a great honour to join the PFS Board, an organisation that I am passionate about, and have been involved with for many years.
“I am committed to the promotion of excellence within the personal finance sector, supporting the work of PFS members, and upholding standards, professionalism and trust.”
Palfrey has been managing director of Penguin Wealth Planners since 2010 and called the PFS a “pillar within our sector”.
He said: “I am pleased to contribute my own knowledge and experience to the work of the PFS, and help shape the future of our professional body. I look forward to working with PFS Board colleagues to deliver positive outcomes for our membership.”
In October 2024, the CII had appointed four of its executive team to the PFS board.
While in November the PFS board said it was “listening and actively responding” to concerns raised by members.
It came after members voted against the PFS report and financial statement after Alasdair Walker, former chair of the PFS’s financial planning committee, urged members of the professional body to register their protest vote.
Carla Brown, president of the PFS, added: “I am delighted to welcome Craig and Kate to the PFS Board. They each offer a wealth of knowledge and experience from expansive financial planning careers, which will undoubtedly be of great benefit to our members.”
tara.o’connor@ft.com
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