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Sharon Sutton, Personal Finance Society
Manage episode 191041545 series 1606166
Το περιεχόμενο παρέχεται από το PFS Festival Radio and Bamford Media. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον PFS Festival Radio and Bamford Media ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Sharon Sutton, new President of the Personal Finance Society, chats to Martin about her role and the vision for Financial Planning in the UK. Sharon is Managing Director of Thornton Chartered Financial Planners and is from the Isle of Man where she was the first Chartered Financial Planner. She believes in educating people to take control of their lives through financial planning so they can achieve their dreams and don't run out of money. She achieved Fellowship of the Personal Finance Society in 2011 and joined the Board in 2012. Her main goal as President for the year 2017/18 is to advance the practice and profession of financial planning so to encourage members and the wider personal finance profession to embrace the use of such tools and techniques that may help them and their clients achieve excellent outcomes. Part of this has been the recent formation of the PFS Financial Planning Practitioner panel which she feels privileged to chair. Wednesday 10:10 - 10:20 President's address In this president’s address for the year, we look forward to hearing her key themes and her vision for Financial Planning.
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