Personal Finance Society
Carla Brown CFP™️, FPFS, TEP is an experienced financial professional serving as President and NED of the Personal Finance Society since October 2021, previously recognized as the Chartered Financial Planner of the Year in 2021. As Managing Director and Chartered Financial Planner at OAKMERE WEALTH MANAGEMENT LTD since January 2012, Carla leads the firm and provides wealth management advice. Prior positions include Premier Independent Financial Adviser at HSBC and Financial Consultant at Cheshire Building Society. Educational qualifications include a Master of Science in Wealth Management from Loughborough University and a BA (Hons) in English Literature from Bolton Institute of Higher Education.
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Personal Finance Society
The Personal Finance Society (PFS) is the pre-eminent professional membership body for financial planners and those in related roles. With more than 40,000 members across the UK and internationally, the PFS encourages the highest standards of professionalism. The PFS is part of the Chartered Insurance Institute, a Royal Charter corporation founded in 1912, which comprises a group of companies that span the insurance and personal finance sectors