The Chartered Institute for Securities & Investment (CISI) has appointed Certified Financial Planner Oliver Bourke as the new chair of its Accredited Financial Planning Firm steering committee.

He takes over from Ian Pickford who has stepped down as AFPF committee chair after three years.

Oliver Bourke is a chartered fellow of the CISI and managing director at Stockton-on-Tees based Mercury Wealth Management. He has been on the CISI AFPF committee for 18 months. 

Mr Bourke said: “In an evolving landscape, it’s more important than ever that accredited firms set the standard for excellence, integrity, and innovation in Financial Planning. I look forward to working with the committee and our members to continue driving positive change for both firms and the clients we serve.”

Former chair Ian Pickford said: “Oliver’s passion for Financial Planning and future thinking around the impact and use of technology will be invaluable in keeping accredited firms at the forefront of the profession.”

Chris Morris, CISI head of Financial Planning policy and engagement thanked Mr Pickford for his leadership. “Being a CISI AFPF is the pinnacle accreditation for firms that offer lifestyle Financial Planning and having Ian’s input as both a committee member and more recently as chair has been invaluable.

“Oliver’s experience as a Financial Planner, business owner and passion for how technology can enhance the client experience, create firm efficiencies and deliver great client outcomes are all qualities that will resonate with CISI accredited Financial Planning firms.”

The appointment was announced at last week’s CISI Accredited Financial Planning Firm conference in London where 60 Financial Planners and business owners gathered for a conference for accredited Financial Planning firms.