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2016 Press Releases
2015 Press Releases
2014 Press Releases
2013 Press Releases
2012 Press Releases
2011 Press Releases
Manifesto for Financial Advice
Fair Liability 4 Advice
The Financial Adviser Market: In Numbers
Costs of Regulation
Tackling the UK Savings Gap
Recruiting young talent
Claims Management Companies
The Financial Adviser Market: In Numbers
Benefits of financial advice
Choosing an adviser
Paying for financial advice
Find a financial adviser
Directory of Services
Compliance and Legal
Financial Adviser Support
Outsourcing Pension Advice
Technology and Software
Networks / Service Providers
My Wealth Cloud
Ryman for Business
Member Get Member
Fees and Terms
Retired Financial Advisers
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The current APFA Council consists of:
Lord Deben, Chairman, APFA
Paul Beasley, Richmond House Group
Gary Bottriell, Bottriell Adams
Martin Greenwood, Tenet Group
Tim Harvey, HR Independent Financial Services Limited
Julie Hepworth, Perspective Financial Group Ltd
Neil Liversidge, West Riding PFS Ltd
Alex Morley, Sanlam
Chris Smallwood, 2plan
Adam Smith, Intrinsic
Matt Timmins, Simplybiz
Ray Tuffield, Courtney Havers Ltd
Read below on how the Council is formed
APFA is run by the APFA Council.
The members of Council are elected as follows:
Persons representing Financial Adviser networks are elected by a ballot of network members of the Association;
Persons representing national Financial Advisers are elected by a ballot of national members of the Association;
Persons representing regional Financial Advisers are elected by a ballot of regional members of the Association;
Persons representing local Financial Advisers are elected by a ballot of local members of the Association;
Persons representing other profession Financial Advisers are elected by a ballot of other profession members of the Association.
APFA members only have one vote for each of their Relevant Approved Persons as notified as part of their membership last paid. A member does not have more than 2,000 votes - being the number of Relevant Approved Persons above which no additional membership subscriptions are payable.
APFA will notify members a notice of the vacancies in the Council seeking nominations for election two months before the Annual General Meeting.
If there are no vacancies representing all categories of members, APFA may publicise these vacancies only to those categories of members entitled to vote in the elections. The notification of the vacancies may be accompanied by nomination papers in a form approved by Council. Members of the Association shall be given not less than one month to return nominations.
Nominees must be members of APFA in good standing and in the appropriate membership category. Nominations must be supported by no less than two members of APFA in good standing from that category.
The postal ballots for the election of members of Council shall be conducted in such a manner as the Council currently directs as the following:
Ballot papers will be circulated to all members entitled to vote at least 14 days before the date when all ballot papers must be completed and returned to APFA. The closing date for returning all ballot papers shall be more than seven days before the Annual General Meeting. In the case this year, this is usually the same day as the Annual Gala Dinner.
At or prior to the AGM, the ballot papers will be counted by the auditors or any other returning officer appointed by the Council.
The result of the ballot will be reported at the AGM, at the close of which the elected members of Council shall take office, save that the result of the first ballot may be announced on that date and if not possible at the AGM, then elected members can take office at the time as the Council may decide.
In the event of two or more nominated candidates receiving the same number of votes, the Chairman shall have a casting vote to determine which of the candidates is elected.
A member of Council may not at any time during his tenure as a member of Council hold office or be a member of the governing body of any regulatory body recognised under the Financial Services and Markets Act 2000.
Members of Council are not permitted to appoint alternate members of Council.
Terms & Conditions
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