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Essex

Chair: Mark MacLean FPFS (mark@harperlees.co.uk)
Chartered Champion: Vacant
Education Outreach Officer: Vacant
Membership Officer: Sarah Harrigan (sarah.harragan@yahoo.co.uk)
New Professionals Officer: Matthew Smith FPFS (mattnfg@me.com)
Professional Qualifications Officer: Stephanie MacDonald (steph@harperlees.co.uk)
SMP Advocate: Jesse Johal (jesse@johal5.com)
Committee Support Officer: Andy Yapp DipPFS (andy.yapp@newleafgroup.co.uk)
Committee Support Officer: Susie Laws (susie@fiduciawealth.co.uk)

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  • Welcome from Essex

    I am Mark MacLean, Chair of the Essex Region. We organise regular workshops for our members alongside hosting the Regional Meetings.

    We are always keen to hear from members with ideas for future CPD sessions, or if you would like to be involved in our committee.

    Mark

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  • Pensions – Planning Death Benefits for Minors and other Dependents

    Book your place!

    Hosted by your regional Chair, Mark MacLean, this 1 hour CPD webinar session uses a real case study to highlight the importance of knowing your client’s family and when good advice isn’t necessarily best advice.

    Learning Objectives:

    By attending this webinar, delegates will be able to:

    • ensure awareness of the practicalities of pension death benefits for minors
    • identify a client’s (extended) family situation
    • consider all the death benefit options
    • ensure that the current pension plan is fit for the intended purposes.

    Speaker Biography:

    Ellen Eley, Chartered Legal Executive

    Greenwoods GRM

    Ellen, a Chartered Legal Executive, has over seven years’ experience of advising on private client matters. Her expertise saw her admitted as a Fellow of the Chartered Institute of Legal Executives in 2019.

    Ellen is based in our Cambridge office. Her work includes preparing and advising clients on the most appropriate Will and related estate planning, preparing and registering Lasting Powers of Attorney and acting for both professional and lay trustees in the administration of a variety of trusts. Ellen also understands the issues faced by clients when administering estates. As a result, Ellen delivers clear and accessible advice on a wide variety of estate matters.

    Ellen has recently completed the Society of Trust and Estate Practitioners (STEP) Diploma in Trusts and Estates and is now a fully qualified Trusts and Estates Practitioner (TEP).

    Visit the website to book your place now!

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  • 2022 Essex Regional Conferences

    We are really pleased to be returning to a full program of Face-to-Face events in 2022 and below are some dates for our Thames Valley regional events. Click on the link below to register or save them in your diary if registration is not yet opened.

    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.

  • POWER

    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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  • 10 mistakes financial advisers and planners make with their website

    (Webinar) Thursday 31 March 2022, 9:30 am – 10:30 am
    Register here

    Your website is your shop window. It’s where potential clients start to decide whether you are the right adviser or planner for them. And, you have no right to reply.

    That means you’ve got to get it right. Unfortunately, many advisers and planners make basic mistakes on their websites.

    Learning objectives:

    By attending this webinar, delegates will be able to identify:

    • The journey potential clients take to your door
    • Why your business needs a great website
    • The 10 key mistakes advisers and planners make with their website
    • The impact these mistakes will have on your business
    • How you can fix the mistakes

    Speaker Biography

    Phil Bray is the Founder and Director of The Yardstick Agency.

    He has worked in financial services for over 20 years. He started at the coal face as a financial adviser before moving into marketing. He was head of marketing at a financial planning practice and network before setting up The Yardstick Agency in 2017.

    Phil had three aims when setting up The Yardstick Agency; to help more consumers connect with financial advisers and planners, to help advisers and planners market themselves more effectively and to provide jobs in Nottingham.

    The Yardstick Agency is now the highest-rated agency specialising in financial services and has a team of 40 people providing marketing strategy, websites, branding and design services, blogs, newsletters and inbound marketing to its clients.

    BOOK NOW

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