The committee is elected at the Annual General Meeting, which is usually held at the January meeting. At the 2025 AGM the following members were elected to serve on committee:
Chair: Helen Thomas of FPC
Helen is a Chartered Financial Planner, Fellow of the Personal Finance Society, and Certified Financial Planner with extensive experience in pensions, working closely with clients to create tailored strategies for their financial goals. Passionate about financial education, she has served as an Education Champion with the PFS, delivering lessons to school-age students. Outside of work, Helen enjoys spending time with her young family, exploring new destinations or visiting North Wales to help on the family farm.
Treasurer: Carly Dunningham of Verso Wealth Management
Carly is a Director and Chartered Financial Planner at Verso Wealth Management in Liverpool, where she has been helping clients achieve their life goals as well as being actively involved in the running of the business. She is a Chartered member and Fellow of the Personal Finance Society and Chairs the Financial Planning Forum at the Chartered Institute of Securities and Investments. Outside of work, Carly enjoys hiking, meditating, and tapping into her passion for dance.
Secretary: Claire Haggerty of Storeton Rose Financial Planning Ltd
General Members, taking on Communications and Membership responsibilities:
Laura Pearson of Storeton Rose Financial Planning Ltd
Laura is a Chartered Financial Planner and Director of Storeton Rose Financial Planning based on the Wirral. Laura is a keen advocate of full service financial planning offering advice and solutions across all financial planning areas. Laura is a keen traveller and if she is not making financial plans you will find her making holiday plans!
Antonia Roberts (Treasurer) of RPG Chartered Financial Planners
Michael Battersby of MHB Financial Planning
Michael is a Chartered Financial Planner and Fellow of the Chartered Institute of Insurance, and he is the Director of MHB Financial Planning in Formby. With over 15 years of experience, including roles at a major high street bank and a FTSE 250 investment business, he specializes in pension transfers, investments, and estate planning. Outside of work, Michael enjoys traveling, playing tennis, exploring coastal areas, and spending time with his family, while also having a keen interest in rugby, football, and sampling new red wines.
Paul Welsh of FPC
Paul’s career began at HMRC before moving to roles at Swiss Life UK, a mortgage advisory firm, and a chartered financial planning firm in Liverpool, ultimately joining FPC in 2010 as a Senior Adviser. Specializing in helping clients achieve financial independence and protect their legacy, Paul holds multiple professional qualifications, including Chartered Financial Planner and Certified Financial Planner, and won the CISI Certified Financial Planner Professional of the Year award in 2020. Outside of work, Paul enjoys sports, cooking, reading, and spending time with family and friends.
Financial Liverpool 