Dunham Financial Services managing director Rebecca Taylor has been elected as vice-president of the Institute of Financial Planning (IFP).
She replaces Bruce Taylor with immediate effect, who is stepping down due to personal reasons since his resignation from Helm Godfrey.
Taylor will become president following Marlene Shalton, whose two-year term ends at the IFP conference in October.
"The next few years are both a challenge and an opportunity for the IFP to promote the benefits of financial planning to the general public and the wider adviser community," she said.
Chief executive Nick Cann said: "These are exciting times for financial planning and we are all being asked to work harder to be successful.
"It is great that leaders in the profession can both practice what they preach and also build time into busy schedules to support the aspirations of the profession."
He added: "I am sure that Becky will be an exceptional president following a long line of dedicated and successful individuals who have been able to move the profession forward and ensure that positive change happens through this role.
"Her drive and energy can only seek to serve our profession well and ensure that the team exceeds the challenging goals that the IFP board has set."
Neil Bailey has also left the board to spend more time at his firm Fortitude Financial Planning. Three new directors will be elected from the membership at the AGM in October.
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