PIMFA
PIMFA, the trade association for wealth management and financial advice and planning, is delighted to welcome industry leaders Richard Flynn and Derek Miles to its Board of Directors.
Richard Flynn is the Managing Director of Charles Schwab and an experienced financial professional with over 20 years of experience in equity markets, with specialisms in US investing and the delivery of financial advice. He has been with Charles Schwab for over 15 years and for the last seven years has served as Chief Executive of its UK retail business – Charles Schwab UK. Prior to joining Schwab, Richard graduated in Business & Law from University College Dublin and has worked in several financial firms such as Fisher Investments UK, Close Brothers Asset Management and Cornmarket Group Financial Services.
Derek Miles is the Chief Executive Officer of Titan Wealth Planning with over 25 years’ experience in strategic financial planning across various roles in the financial services sector. Appointed as Titan Wealth Planning’s CEO in 2022, Derek has previous experience at LEBC Group and as Founder and Managing Director of Aspira Corporate Solutions for seventeen years prior to that.
Richard Flynn, Managing Director, Charles Schwab said: “I am delighted to be joining the Board. PIMFA has a critical role to play – especially at this time of rapid change and innovation for our industry stemming from the challenging political and economic landscape – not to mention the evolving needs and demands of clients and regulators. I look forward to collaborating with Liz, the Board, and the team at PIMFA to address the challenges and opportunities head on to help build a flourishing future for our sector.”
Derek Miles, Chief Executive Officer, Titan Wealth Planning said: “I look forward to working with PIMFA and focusing our efforts on delivering value and keeping front of mind what matters most to our members and their clients. With so much volatility and change worldwide, we must ensure the sector remains robust and that we are able to position members to be able to deliver the value and confidence clients deserve and need for their financial lives.”
Liz Field, PIMFA Chief Executive said “I am pleased to welcome Richard and Derek to our board and look forward to working with them in the years to come as we continue to make impactful change as the voice of the industry. Their knowledge and passion for the industry, alongside their considerable experience and expertise, are huge assets to PIMFA. Both new Board members are fully aligned with our ambitions to build a culture of financial health that helps our member firms and their clients to thrive.”
ENDS
NOTES TO EDITORS:
About PIMFA
PIMFA (The Personal Investment Management & Financial Advice Association) is the trade association for firms that provide wealth management, investment services, and financial advice and planning 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 wealth management, financial advice and planning, as well as investment and execution services. They assist everyone from individuals and families to charities, pension funds, 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 help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.
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:
Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk, +44 (0)20 7011 9869 / +44 (0)7979 493225