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PFS appoints Sarah Lord as president

Jessica Bird

September 16, 2020

Sarah Lord - Succession

The Personal Finance Society (PFS) has elected Sarah Lord (pictured) as president for 2020 to 2021.

Lord is chief client officer for Succession Wealth and is responsible for the client and brand strategy; she also chairs the Succession Wealth NextGen Steering Group.

Prior to joining Succession, Lord was a partner at professional services firm Mazars, and before that a partner at Killik & Co, heading up the wealth planning operation in both the UK and the Middle East.

Having achieved fellow of the Personal Finance Society, chartered financial planner and chartered wealth manager status, Lord is one of the highest qualified female financial planners in the UK.

In 2016, she was elected to the board of the PFS.

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

“United as a profession, we have a role to play in ensuring that clients have confidence in their financial future.

“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.”

Keith Richards, chief executive of the Personal Finance Society, said: “We are delighted to welcome Sarah as President of the PFS.

“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.

“I would also like to thank past president Adam Owen, a passionate advocate of technology, for his insights, guidance and contribution to the Society over the past year.

“We will continue to build an inclusive and united profession making greater use of technology in the years to come.”


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