27 September 2022

PIMFA delighted to welcome Courtney Havers’ Ray Tuffield to its Board

PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to welcome Courtney Havers managing partner, Ray Tuffield to its Board.

Ray brings almost 50 years’ experience of financial services to the PIMFA Board. He began his career as a personal tax accountant with London firm Norris Gilbert Stern & Co in 1973.

He then became directly involved in the provision of financial advice in 1978, working initially for Hambro Life, before founding Courtney Havers LLP – a firm of independent financial advisers and financial planners based in Kent in 1990. Between 1990 and 1997 Ray was also a director of the Alexander Beard Network.

Liz Field, Chief Executive of PIMFA, commented: “I’m delighted to welcome Ray as PIMFA’s newest Board member. I expect him to be a strong advocate for Independent Financial Advisers and their clients and look forward to working with him over the coming months and years.

“There are a number of challenges facing advisers, from the costs of running a business including the unpredictability of the Financial Services Compensation Scheme, to the implementation of the Consumer Duty; from the need to service clients in volatile times to recruitment and retention of talent into their businesses. I’m sure Ray’s insights on these issues and many others will prove extremely valuable.”

Ray Tuffield, managing partner at Courtney Havers, commented: “PIMFA’s role is vital in providing a voice for the industry and advocating for its members and clients. In this ever changing and uncertain world, the role of a local adviser in supporting their clients’ financial needs is more important than ever. I look forward to working with Liz and the rest of the Board to help build an industry that can serve an ever-greater number of clients build a prosperous and financially resilient future.”

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NOTES TO EDITORS

About PIMFA – the Personal Investment Management & Financial Advice Association

  • PIMFA is the trade association for firms that provide wealth management, investment services and the investment and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies.
  • The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
  • PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services. They assist everyone from individuals and families to charities and pension funds, all the way to trusts and companies.  Associate members provide professional services to the PIMFA community.
  • PIMFA  leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to create an optimal operating environment so that its member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
  • PIMFA has made numerous recommendations to the FCA regarding the Future of Advice, the Future of Supervision and the FSCS levy – read more.
  • PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association since 1991 – read more.
  • Further information can be found at pimfa.co.uk

Contact

For further information on this release or other press matters please contact:

Matthew West, PIMFA PR Manager – MatthewW@pimfa.co.uk, +44 (0)20 7382 0376 / +44 (0) 7843 903258

Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk, +44 (0)20 7011 9869 /