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Lancashire, Merseyside & Cumbria

Chair: Alisa Thomas FPFS (
Chartered Champion: Scott Clarke (
Membership Officer: Harish Patel Dip PFS (
New Professionals Officer: Ben Wrigley (
Professional Qualifications Officer: Simon Drake APFS (
SMP Advocate: Harish Patel Dip PFS (
Committee Support Officer: Kerry Houghton (



    If you haven’t visited the 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


  • 2022 Lancashire, Merseyside and Cumbra 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 Lancashire, Merseyside and Cumbra 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.