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Staffordshire & Shropshire

Chair: Louise Cole FPFS (louise.cole@biafp.com)
Chartered Champion: Vacant
Education Outreach Ambassador: Ed Davies FPFS (Ed.davies@enrichedfs.co.uk)
Membership Officer: Gemma Oliver (gemma@wealthdesign.co.uk)
New Professionals Officer: Vacant
Professional Qualifications Officer: Paul Hayden Jones FPFS (Paul@hkifa.co.uk)
SMP Advocate: Vacant

  • 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 2 March – Spring Conference (venue tbc) – book now!!
    • Thursday 13 July – Summer Conference (venue tbc) – Save the date
    • Thursday 14 September – 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 Staffordshire & Shropshire

    I’m Louise Cole, Chair of the Staffordshire and Shropshire Regional Committee. 

    Both myself and my fellow committee members have a passion for financial services together with a wealth of experience within the industry,  The committee provides access to resources and guidance to advisers throughout the region.

    We are here to help you benefit from your PFS experience, please feel free to contact us and we will be happy to assist.

    We are always looking for volunteers for the committee so if you are interested in joining please get in touch!

    Louise

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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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