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22 September 2015

Brendan O’Ciobhain APFS, Chartered Financial Planner has been named as the new Personal Finance Society president for 2015/16.

The announcement was made at the society’s annual general meeting on 15 September. Brendan succeeds retiring president, David Thomas, who has completed his 12 months in office during which time his focus was on the sharing of ‘good practice’.

Brendan has more than 20 years’ experience in financial services, including early advisory roles with MI Group (now City Financial Partners Ltd) and Inter-Alliance. In 2002 he became a partner in Phoenix Wealth Management LLP then Managing Director of the company in 2009.

Welcoming Brendan’s appointment, Personal Finance Society chief executive, Keith Richards, commented: “Brendan brings a wealth of experience and focus to the role from a practitioner perspective which will help drive further evolution of the Society. We have a fantastic board which provides broad representation of the profession. I look forward to working closely with Brendan over the coming year and would also like to thank outgoing President, David Thomas for his support and guidance during the past year.”

Brendan has been a member of the Personal Finance Society since its formation and passionately believes in its mission as a professional body and was elected to the board in September 2010, becoming Vice President in 2013.

Brendan O’Ciobhain commented: “It is a privilege to be elected president of our professional body which is seeing a huge increase in engagement with our membership over recent years,” he said. “I find it extremely encouraging to see the society take a very positive and pro-active role in supporting professional financial planning across all areas and really build a united profession.”

Richards went on to acclaim the importance of the progress made during the past few years and re-emphasised the commitment and importance of engaging government and policy makers to influence the future direction of travel for the profession and the public we serve.