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Kent

Chair: James Cole DipPFS (jc@talisifa.com)
Chartered Champion: Pierre Coussey APFS (pc@bondwealth.co.uk)
Education Outreach Ambassador: Vacant
Membership Officer: Rebecca Hill DipPFS (Rebecca.hill@mazars.co.uk)
New Professionals Officer: Vacant
Professional Qualifications Officer: Kevin Herron FPFS (kevin.herron@buckinghamgate.co.uk)
SMP Advocate: Vacant

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  • Welcome from Kent

    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.

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  • 2022 Kent 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 Kent 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.

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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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