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Northern Ireland

Chair: Debbie Connolly (Debbie.Connolly@1825.com)
Chartered Champion: Claire Johnson (claire@worklifewealth.com)
Education Outreach Ambassador: Richard Girvan FPFS (richard.girvan@prudential.co.uk)
Membership Officer: Gail Graham (gail@investnshare.com)
New Professionals Officer: Stephen McCallum (smccallum@kerrhenderson.com)
Professional Qualifications Officer: Neil Dickey FPFS (ndickey@msn.com)
SMP Advocate: Vacant
Committee Support Officer: Geoff Clarke (Geoff.Clarke@xpsgroup.com)
Committee Support Officer: Russell Anderson FPFS (russell.anderson@live.co.uk)
Committee Support Officer: Brian Caruth (bcaruth@hotmail.co.uk)

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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.

    • Thursday 27 April – Spring Conference (venue tbc) – book now!!
    • Tuesday 13 June – Summer Conference (venue tbc) – Save the date
    • Tuesday 14 November – 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 Northern Ireland

    As the new regional PFS NI Chair, it is my aim to help all NI members as much as possible. The PFS Committee will continue to contribute to the development and improvement of what we do as a professional organisation.

    Your suggestions, ideas, and feedback on our regional meetings, and the services that PFS provides, are critical to making Northern Ireland Financial Advice the best it can be. To create a representative committee for our region, we are always looking for new committee members, to share their ideas.

    As we return to face-to-face events once again this year, I am excited to meet you all in person to discuss ideas and collaborate with you to improve our knowledge, drive change, and improve efficiency and productivity throughout Northern Ireland.”

    Yours sincerely,

    Debbie Connolly, FPFS
    Regional Chair
    debbie.connolly@abrdn.com

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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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