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East Midlands

Chair: Alan Sensicall (alan@adsfp.co.uk)
Chartered Champion: Vicki Bailey FPFS (vicki.bailey@compliancecs.com)
Chartered Champion: Zhuoying (Joy) Yu FPFS (joy.wealth@outlook.com)
Education Outreach Ambassador: Vacant
Membership Officer: Lee Maddock FPFS (lee@millbankfs.co.uk)
New Professionals Officer: Liz Wesson (lizwesson1@sky.com)
New Professionals Officer: Toby Mansfield (toby.mansfield@clarityifa.co.uk)
Professional Qualifications Officer: Janice Fielding FPFS, FCII (Janice.fielding@fairstone.co.uk)
SMP Advocate: Sue Wilmot Rowe (sue@swrequityreleaseservices.co.uk)
Committee Support Officer: Liz Wesson DipPFS (lizwesson1@sky.com)

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  • 2023 Regional Conferences and Events
    by Dave Octave

    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.

    Tuesday 28 February – Spring Conference (Hilton East Midlands Airport)
    Tuesday 11 July – Summer Conference (venue tbc) – Save the Date
    Tuesday 12 September – Autumn Conference (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.

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  • Introducing your new President
    by Dave Octave

    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.

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  • PFS appoints Interim CEO
    by Dave Octave

    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!

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  • POWER
    by Dave Octave

    FINE TUNE YOUR FINANCIAL PLANNING SKILLS

    If you haven’t visited the pfspower.org website yet, now is the time.

    Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar delivered by expert practitioners and coaches. Our top rated webinars include topics such as ‘finesse your first meetings’; ‘how to get a million in revenue’ and ‘how to politely screen your clients’.

    To find out more, watch a webinar or check in on the latest content head to pfspower.org

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  • East Midlands Revision Courses
    by Dave Octave

    The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

    For dates, details and to register for any of the courses, please visit the events page.

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