David Ingram ACII, CertPFS, a chartered insurance practitioner, was appointed President of the Personal Finance Society for 2013/14 at the AGM in London this week.
He succeeds Garry Hale DipPFS, managing director of HK Wealth Managers Limited. He is joined by new vice president Brendan O'Ciobhain APFS, chartered financial planner, managing director of Phoenix Temple Wealth Management, and David Thomas FPFS, chartered financial planner, joint managing partner at Chadney Bulgin, who retains his vice presidency.
David is managing partner of Aim Two Three LLP, a firm which provides compliance and technical support to advisory firms and product manufacturers. He was one of the founders of threesixty services, a compliance and support service provider to intermediary businesses. He has worked in financial services for over 20 years, including early advisory roles with Sun Life and Bankhall, as well as four years running his own IFA technical support business.
He has been a member of the Personal Finance Society since its formation and a member of the CII since 1984. He was elected to the PFS board in September 2010, becoming Vice President in September 2011, and this wee succeeding as President for the year 2013/14.
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Mr Ingram said: "Garry Hale has been a great ambassador for the Personal Finance Society within the advisory sector and beyond over the past historic year and I look forward to building on his good work.
"To be elected as president of the Personal Finance Society is a great privilege and I am excited about what the coming year will bring. Guiding the Financial Planning community towards higher levels of professionalism is a cause I am proud to lead."
Keith Richards, chief executive of the Personal Finance Society, added: "I would like to thank Garry on behalf of the Personal Finance Society and its members for the total commitment and endless enthusiasm he has shown throughout his presidency.
"I would also like to congratulate David on his appointment and look forward to working together to promote higher standards of professionalism, delivering against our member support and consumer objectives over the coming year."