The Personal Finance Society board has begun a member director recruitment process following Anthony Ward’s departure.
Ward joined the board in September 2021 serving as president from March 2023 to September 2024.
He decided to leave the board as his term in post had come to an end, and said on Linkedin he was excited to explore new opportunities where he could contribute to the “strategic growth, governance, and oversight of organisations in need of board leadership”.
His departure comes ahead of the PFS AGM on 11 November, where his tenure was due to be extended, according to the professional body.
Ward said in his post on Linkedin: “With over 20 years of experience in financial services, I am now looking to leverage my skills and experience as I seek new non-executive directorship roles.
“If you’re looking for a board member with financial expertise, strategic vision, and a strong commitment to corporate governance, I would be thrilled to connect and explore how I can add value to your organisation.”
He added that he was pleased to have been able to add value to the PFS during his tenure.
Carla Brown, PFS President, said: “Anthony is hugely respected by all members of the PFS Board, for his work as a director, most recently as president, and in other roles over his long association with the society.
“The PFS board wishes him well, and we will soon begin a recruitment process to seek members who wish to drive our work forward with similar integrity, capability and commitment.”
Ian Callaghan, CII group president added that Ward’s departure created “an opportunity for other PFS members to consider how they might contribute to shaping the future of the society and we look forward to welcoming them to the PFS Board in due course.”
FT Adviser spoke to Ward back in July were he said he had found the past 18 months "challenging" but "transformative" as he prepared to pass the baton to a new president this November.
The Personal Finance Society has since appointed Carla Brown, chief executive of Oakmere Wealth Management as president.
Earlier this month, it was reported that the CII had appointed four of its executive team to the PFS board.
The appointments included group chief executive Matthew Hill as well as Trevor Edwards, Matthew Mallett and Gill White, who make up part of the executive leadership team.
They replaced four existing institute appointed directors with immediate effect - these were Neil Buckley, Sarah Howe, Catharine Seddon and Neil Watts.
The news was met with outrage from some members of the adviser community who described it as “shambolic and unsurprising”.
alina.khan@ft.com
