Personal Finance Society  

Succession's Sarah Lord named PFS president

Succession's Sarah Lord named PFS president

The Personal Finance Society has elected Succession Wealth's chief client officer Sarah Lord as president for 2020-21.

Ms Lord, who was announced as the new president of the professional body today (September 16), will look to build a "strong and sustainable" future of the advice profession in her year as president.

She said: "2020 has been an unprecedented year for society and our profession. Now, more than ever, there is a need for professional financial advice.

"I am really looking forward to my year as president of The Personal Finance Society; my theme for the year will be to focus on building a strong and sustainable future for our profession.

"Aspire, the financial adviser development programme, will be at the heart of my presidential theme.”

In her role at Succession, Ms Lord is responsible for the client and brand strategy. She also chairs the Succession Wealth NextGen steering group to develop future talent in the business.

Ms Lord has nearly 20 years of experience in the profession, having previously been a partner at both Mazars and Killik & Co.

Having achieved the statuses of fellow of the Personal Finance Society, Chartered Financial Planner and Chartered Wealth Manager, she is also one of the highest qualified female financial planners in the UK.

Keith Richards, chief executive, said the PFS was delighted to welcome Ms Lord as president.

He added: "Sarah’s experience of both our profession and work encouraging the next generation of personal finance professionals will be invaluable in supporting our ongoing commitment to evolve as a modern professional body and equip our members with what they need to best serve clients."

Mr Richards also thanked former president Adam Owen for his "insights, guidance and contribution" to the society over the past year.

The PFS also announced today it had increased its membership base for the seventh consecutive year to almost 40,000.

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