PFS reveals practitioner panel for 2018/19

The panel was established in 2017 to "encourage the sharing of skills, techniques and good practice among its members". In its inaugural year, the panel helped the PFS executive team develop a range of soft skills and business practice CPD content. It included a good practice guide to financial planning, a series of client testimonial videos, a dedicated event, a series of CPD videos, and a number of articles and case studies. Three practitioners from the original cohort are leaving the panel for its second year - Tenet Group head of regulatory Simon Thomas, Xentum MD Adam Carolan and...