Chair: James Cole DipPFS (email@example.com)
Chartered Champion: Pierre Coussey APFS (firstname.lastname@example.org)
Education Outreach Ambassador: Vacant
Membership Officer: Rebecca Hill DipPFS (Rebecca.email@example.com)
New Professionals Officer: Vacant
Professional Qualifications Officer: Kevin Herron FPFS (firstname.lastname@example.org)
SMP Advocate: Vacant
- 2023 Regional Conferences and Eventsby 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 7 March – Spring Conference (Mercure Maidstone Great Danes Hotel) – Book Now!
Thursday 8 June – Summer Conference (Venue tbc) – Save the Date
Thursday 7 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.
- Introducing your new Presidentby 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.
- PFS appoints Interim CEOby 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!
- Welcome from Kentby Dave Octave
A warm welcome to the Kent regional committee page from me, James Cole, and the rest of your regional committee. I have lived and worked in the county since 2002; some of you may remember me from BDM roles with Standard Life and Aegon in years past. Today I am MD at Talis IFA in Ashford where I manage my own client bank alongside a growing team of advisers, paraplanners and support staff. I am acutely aware of the challenges and opportunities we all face and pleased to play my small part as an advocate for our profession.
- POWERby 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