Please click the link below to sign up. RO6 (Financial Planning Practice) Pre Exam Training, Friday 12th January 2024 – online distance learning event (cii.co.uk) Organised by Hants & Dorset, Thames Valley & Surrey.
After a very successful year of conferences in 2023, we are rounding up the year with our Autumn conference. Partners include JUST, Quilter, Portfolio Metrix, Zurich and Fidelity. Click on the link below to register your place and find out… Read More »2023 Regional Conferences and Events
The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their… Read More »CII pilots new form of financial planning assessment
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… Read More »PFS appoints Interim CEO
Hi, I’m Colin Simmons, the Chair of the Personal Finance Society Thames Valley region. We hold our PFS meetings, usually once a quarter, at The Reading FC football stadium where we welcome all members of the Personal Finance Society to… Read More »Welcome from Thames Valley
These 60 minute ‘Myth Busting’ CPD sessions are a series of virtual webinars with a difference! Our hosts Colin Simmons Business Development Manager and Les Cameron head of Technical at Prudential present these sessions in their own unique style, covering… Read More »Myth Busting webinars
Kirsti Wilson and Vicki Lewis from Launchpad attended our March Thames Valley regional conference as our partner charity, and we thought you might like to know more about this amazing charity which has been supporting vulnerable people in Reading since… Read More »Our Reading partner Charity – Launchpad