Herts

Welcome from Herts, Middlesex & Bedfordshire

28/03/202228/03/2022
Dave Octave
Herts, Middlesex & Bedfordshire

We are now the Hertfordshire, Middlesex and Bedfordshire region of the Personal Finance Society. Takes me back to when I was regional Chair when the LIA merged with SOFA to become the PFS – some fifteen years ago – at that… Read More »Welcome from Herts, Middlesex & Bedfordshire

A Changing World: Opportunities for Financial Advisers

17/11/202118/03/2022
Dave Octave
Herts, Middlesex & Bedfordshire

With £5.5 trillion set to pass between generations over the next 30 years, it is clear that this wealth transfer represents one of the greatest opportunities for the financial advice sector. Yet, generational shifts in attitudes and ways of accessing… Read More »A Changing World: Opportunities for Financial Advisers