CompaniesSep 16 2014

Personal Finance Society announces new president

twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by

David Thomas has been announced as the new president of the Personal Finance Society for 2014/15.

Mr Thomas succeeds retiring president David Ingram in the role, after completing his 12 month stint.

The announcement was made at the society’s annual general meeting, which was held yesterday (15 September).

Mr Thomas has more than 30 years worth of experience in financial services. He began his career with Lloyds Bank, later joining Bradford and Bingley Building Society, and was appointed general manager of Mortgage Systems Ltd in 1987. He established Chadney Bulgin in 1993, where he is now joint managing partner.

Mr Thomas has been a member of the CII for 20 years and a member of the Pfs board since 2011.

Keith Richards, the Personal Finance Society chief executive, said: “David brings a broad depth and breadth of experience to the role and I look forward to working closely with him over the coming year to continue the ongoing evolution of the society in support of our members and the public alike.”

Mr Thomas said: “I am delighted and honoured to be elected as the society’s new president at such an exciting and crucial stage of opportunity and development. The profession has responded well to both RDR and MMR and our focus will be to provide further guidance and a particular focus on ‘best practice’ during my presidential year.”

Mr Richards said of Mr Ingram: “David is a great believer in the value of pro-bono work, and the value of his efforts is reflected in the recently-revived ‘MoneyPlan’ link with Citizens Advice, whereby generic financial advice will be made available to the general public at 100 of the bureau’s offices throughout the country.

“He also presided over a significant year of growth and achievement for the Personal Finance Society, during which overall membership rose to an all-time high of 35,000, in addition to record figures for individual and corporate chartered members.”