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Chair: Robert Walne FPFS (
Chartered Champion: Carl Rich FPFS (
Education Outreach Ambassador: Hazel Bowen FPFS, Cert SMP (
Membership Officer: Vacant
New Professionals Officer: Adam Claydon FPFS (
Professional Qualifications Officer: David Knight (
SMP Advocate: Vacant


  • CII pilots new form of financial planning assessment
    The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their needs and expectations in the future. The CII is conducting this pilot as the majority … Read more
  • 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 … Read more
  • 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 … Read more
  • Welcome from Norfolk’s New Chair
    I am very pleased to have taken up the role of Chair of the PFS Committee for the Norfolk region. I must thank the outgoing chair, Hazel Bowen, for all her hard work over the past four years. Having been in the profession for a number of years, I enjoy working with clients to help … Read more
    FINE TUNE YOUR FINANCIAL PLANNING SKILLS 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 … Read more