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Herts, Middlesex & Bedfordshire

Chair: Jeff Barnes DipPFS,Certs CII(MP & ER) (jeff@jeffbarnes.co.uk)
Chartered Champion: Aidan Vaughan (aidan@lloydvaughanwealth.co.uk)
Education Outreach Ambassador: Yogesh Nakarja (Y.nakarja@prestigewp.co.uk)
Membership Officer: Vacant
New Professionals Officer: Vacant
SMP Advocate: Vacant
Professional Qualifications Officer: Vacant
Committee Support Officer: Vacant

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  • 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 22 Feb – Spring Conference (Venue tbc) – Book Now!
    Wednesday 10 May – Summer Conference (Venue tbc) – Save the Date
    Wednesday 20 Sep – 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

    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

    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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  • Welcome from Herts, Middlesex & Bedfordshire

    We are now the Hertfordshire, Middlesex and Bedfordshire region of the Personal Finance Society. 

    Takes me back to when I was regional Chair when the LIA merged with SOFA to become the PFS – some fifteen years ago – at that time it was Hertfordshire and Bedfordshire LIA that then became Hertfordshire and Middlesex PFS – so historically Bedfordshire was in the title and covered areas outside of Watford. 

    It has been a challenging time for everyone – being affected either personally or professionally by the impact of Covid.

    Regional meetings are the core value to the membership – allowing interaction between PFS members as well keeping up-to-date on financial services matters and education – we are working towards their return.

    There was pleasing interest from some of you at the last physical meeting on joining the committee – it is not onerous and I have always seen being on the committee as a way of giving back to my colleagues and the profession – so please come on board and help your region grow – as we look to re-establish physical meetings and get the buzz going again.

    The region is looking to spring back into action – please come and share my enthusiasm and commitment to the region.

    Jeff Barnes DipPFS, Certs CII (MP & ER)
    jeff@jeffbarnes.co.uk
    Regional Chair

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  • 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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