Skip to content

South Wales

Chair: Ian McIver FCII, CertPFS (ian@severnsidefp.co.uk)
Chartered Champion: Vacant
Education Outreach Ambassador: Simon Martin FPFS (simon.martin@technicalconnection.co.uk)
Membership Officer: Vacant
New Professionals Officer: Ceri Hill (ceri.hill@brewin.co.uk)
Professional Qualifications Officer: Lewys Richards FPFS (lewys.richards@vitalfp.co.uk)
SMP Advocate: Gareth Shears DipPFS (gareth@sanfp.co.uk)
Committee Support Officer: Kelvyn Hatch DipPFS, Cert CII (MP) (khatch@acumenifa.co.uk)

  • Welcome from South Wales
    by Dave Octave

    Hi, I’m Ian McIver the Chair of the PFS South Wales region which covers the Cardiff & Swansea CII regions. We hold our PFS meetings in The Vale and, of course, all are welcome to attend.

    We have an excellent relationship with various colleges and universities and often invite students to attend and witness the world of financial planning in action! We are always looking for like-minded people to join the committee, so if you are interested please do get in touch.

    Ian

    —————————————————————————————

  • 2022 South Wales Regional Conferences
    by Dave Octave

    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 South Wales 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.

    —————————————————————————————

  • POWER
    by 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

    _________________________________________________________________

  • Climate Change: Opportunities & Risks for Portfolios
    by Dave Octave

    Reflecting on COP26, Whitechurch’s in-house Environmental Scientist Dr Daniel Say, and Investment Director Amanda Tovey, explore the effects of climate change on you, your money & society. You’ll be provided with interesting facts that you can use to help avoid greenwashing and to aid discussions with your clients as well as learn ways your business can take steps to help tackle climate change.

    View the webinar on demand here.