• Home
  • You
  • Us
    • Services
    • One Island
  • Insights
    • Investing
    • Pensions & Retirement Planning
    • Financial Planning & Organisation
    • Moving from UK to IOM
    • Scam awareness
  • Podcasts
  • Contact

Call us on 01624 660220

mail@thorntonfs.com
Client login
Thornton Chartered Financial PlannersThornton Chartered Financial Planners
Thornton Chartered Financial PlannersThornton Chartered Financial Planners
  • Home
  • You
  • Us
    • Services
    • One Island
  • Insights
    • Investing
    • Pensions & Retirement Planning
    • Financial Planning & Organisation
    • Moving from UK to IOM
    • Scam awareness
  • Podcasts
  • Contact
PFS President Adam Owen on Island Influencers

PFS President Adam Owen on Island Influencers

17/06/2020 Posted by Sharon Sutton Podcast

My guest on the podcast today is Adam Owen, Curriculum and Training Director at NextGen Planners in the UK.

Adam is currently President of the Personal Finance Society, the largest professional body for retail financial advisers in the UK with more than 40,000 members and the largest issuer of Statements of Professional Standing for financial advisers.

Adam joined the profession in the mid-1990s, and he held advisory roles within direct sales and the IFA sector providing technical compliance support to both directly authorised firms and networks.

He was a founding Director of the support provider EQI Consultancy and held a variety of senior compliance and supervision positions.

More recently, he’s focused on developing career pathways throughout the profession, becoming a Chartered Insurance Institute and Personal Finance Society accredited trainer.

And indeed, this year he is the President of the Personal Finance Society, where his leadership is training up the next succession of leaders within the profession.

Here’s my conversation with Adam Owen in episode 14 of Island Influencers.

Share
0

About Sharon Sutton

Having founded Thornton in 2000, Sharon became the island’s first Chartered Financial Planner in 2009 and was UK President of the Personal Finance Society for the year 2017/18 having been first elected to the board in 2012. She was awarded the Chartered Insurance Institute's Award 'Building Public Trust in Life and Pensions in 2019 for her work in leading the PFS Financial Planners Practitioner panel (2017 to 2020).

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Finding the balance between today and tomorrow Let's talk
Thornton Associates Logo Transparent
  • Thornton Chartered Financial Planners
  • St. John’s Mill, Isle of Man, IM4 3AF
  • 01624 660220
  • mail@thorntonfs.com

Client login

Registered office: The Elms, Westmead, Glen Vine, Isle of Man. Company number 101131C
Licensed by the Isle of Man Financial Services Authority, number 1283
Thornton Chartered Financial Planners is the registered business name of Thornton Associates Ltd.

Proud member of Isle of Man Chamber of Commerce

Latest News

Taking Control: Death and Financial Planning

Taking Control: Death and Financial Planning

22/03/2023

Last week Martin Lewis dedicated his Money Show Live to what...

The Bank Wobble – Another Financial Crisis?

The Bank Wobble – Another Financial Crisis?

20/03/2023

The UK’s central bank, the Bank of England, has...

Owner of Next Level Nutrition Isle of Man, Angela Clucas, Island Influencer

Owner of Next Level Nutrition Isle of Man, Angela Clucas, Island Influencer

15/03/2023

Angela Clucas, the owner of Next Level Nutrition Isle of...

Kind words

  • Hi Sharon…..just wanted to say John has been an absolute star with us over the past few weeks. He is so efficient and so helpful. He is such a fine example of his profession and a wonderful ambassador for Thornton. It is important to praise where praise is due.  We are all too quick to complain!!

    Bill & Sue

Get our free email newsletter

 

Chartered Financial Planners

Our Chartered status is your guarantee of a higher level of expertise in personal and business financial advice, as it requires us to be held to prestigious standards set out by the Personal Finance Society.

© 2023 · Thornton Associates Ltd | Privacy Policy | Site by Bear Content

Prev Next