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Chair: Alan Sensicall FPFS (
Chartered Champion: Alexandra Vind (
Education Outreach Ambassador: Robert Boland (
Membership Officer: Kristian Vind APFS (
New Professionals Officer: Annabel Gray (
Professional Qualification Officer: Romilly Banks (
SMP Advocate: Annabel Gray (


  • 2023 Regional Conferences and Events

    After a very successful return to face-to-face conference in 2022, we are excited to be back on the road in 2023 with our Spring, Summer and Autumn regional conference as well as a range of Specialist events and regional events organised by your local committee.

    Click on the link below to register your place or save the date in your diary if a link isn’t available.

    • Wednesday 1 March – Spring Conference (Hilton Birmingham Metropole)
    • Wednesday 12 July – Summer Conference (venue tbc) – Save the date
    • Wednesday 13 September – Autumn Conference (venue tbc) – Save the date
    • Tuesday 7 November – Accumulation and Investment (venue tbc) – Save the date

    More events organised by your regional committee will be advertised in due course. If you have any suggestions for local events you would like to see, please contact your committee.


  • Introducing your new President

    Caroline Stuart becomes the first paraplanner to lead the Personal Finance Society.

    Caroline Stuart – owner of Sparrow Paraplanning – became the Personal Finance Society’s new President at it’s AGM in September. Caroline becomes the first ever paraplanner to lead the Society and looks forward to meeting many of its members over the coming year.


  • PFS appoints Interim CEO

    Don MacIntyre appointed to full-time executive role.

    In August the PFS appointed Don MacIntyre as PFS Interim CEO.  Not only will he represent and advocate PFS members’ interests, he will also work closely with the Board to preserve PFS assets. Furthermore, he will enhance our governance and enable new operational processes that serve the needs of all members while maintaining public confidence in your services. 

    Look out for Don at a regional conference near you soon!


  • Welcome from Birmingham

    Hi, I’m Alan Sensicall, the Chair of the PFS Birmingham region which covers several of the Midlands CII regions, including Birmingham and Coventry. We hold our PFS meetings at various locations around the Birmingham area, and, of course, all are welcome to attend.

    Although we have around 6 members already, we are always looking for like-minded people to join the committee, so if you are interested, please do get in touch.





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