The Personal Finance Society (PFS) has appointed two new board members, Kate Gannon and Craig Palfrey, effective from 3rd March 2025.
Gannon is a chartered financial planner and founder of Themis Wealth Management in Cornwall.
She spent 20 years at Barclays Bank and has been treasurer trustee for Age UK Cornwall and the Isles of Scilly for eight years.
Palfrey, a certified financial planner since 2007, is managing director of Penguin Wealth Planners.
He also serves as an education champion for the PFS.
Gannon said: “It is a great honour to join the PFS Board, an organisation that I am passionate about, and have been involved with for many years.
“I am committed to the promotion of excellence within the personal finance sector, supporting the work of PFS members, and upholding standards, professionalism and trust.”
Palfrey said: “The PFS is a pillar within our sector, with a long history of supporting Personal Finance professionals in delivering excellent service to their clients.
“I am pleased to contribute my own knowledge and experience to the work of the PFS, and help shape the future of our professional body.
“I look forward to working with PFS Board colleagues to deliver positive outcomes for our membership.”
Carla Brown, president of the PFS, said: “I am delighted to welcome Craig and Kate to the PFS Board.
“They each offer a wealth of knowledge and experience from expansive financial planning careers, which will undoubtedly be of great benefit to our members.
“I look forward to working with our new Directors on behalf of all PFS members.”
