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Tyne Tees

Chair: John Bruce DipPFS Cert CII (Mp & ER) (ifa@bruce-ifa.co.uk)
Chartered Champion: Andrea Irvine-Morse (andrea@aima.org.uk)
Education Outreach Ambassador: Gemma Siddle FPFS (gemma.siddle@eldonfinancial.co.uk)
Membership Officer: Jamie Bogle (jamie@co-navigate.co.uk)
New Professionals Officer: Vacant
Professional Qualifications Officer: Omar Din DipPFS, Cert CII (omar.din@taitwalker.co.uk)
SMP Advocate: Peter Blacklock DipPFS (peter.blacklock09@googlemail.com)
SMP Advocate: Lyndsey Stephenson (lyndsey@co-navigate.co.uk)
Committee Support Officer: David Gunning DipPFS Cert CII (Mp & ER) (davegunning@denton-woodhouse.co.uk)
Committee Support Officer: Amy Crulley DipPFS

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  • Welcome from Tyne Tees
    by Dave Octave

    Welcome to the Tyne Tees Personal Finance Society, our membership covers the whole of the Northeast. I am the current Chair for the Tyne Tees PFS, supported by an excellent committee.

    We are here to support you in your personal development, through training and ongoing CPD. In addition to our Regional Conferences, in 2022 we will be providing additional Chartered Technical events, as well as other events to provide additional support.

    In conjunction with the CII’s Newcastle Institute, Omar Din has and will continue to organise specialist exam training days. Please keep an eye out for emails from the Newcastle Institute as well as referring to this page for updates.

    My best wishes go out to you all, and I look forward to seeing you all at our next regional event.

    John Bruce DipPFS Cert CII (MP & ER) (IFA@bruce-ifa.co.uk)

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  • 2022 Tyne Tees Regional Conferences
    by Dave Octave

    We are really pleased to have successfully returned to a full program of Face-to-Face events in 2022 and look forward to rounding off the year with by meeting more members and bringing you more great content. Click on the link below to register your place.

    We are currently finalising the list of conferences and events for 2023 and will be sharing these with you soon.

    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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  • 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

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  • Soft skills training
    by Dave Octave

    We been busy organising the following soft skills and communications days being ran by Adam Owen, Past PFS President.

    Practical Soft Skills & Communication Workshop
    Wednesday 22nd June – 10:30am-3:30pm

    This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.

    The cost is £50.00 per person.

    Practical Soft Skills & Communication Workshop Masterclass
    Thursday 23rd June – 10:30am-3:30pm

    This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.

    The cost is £50.00 per person.

    All content qualifies as structured and accredited CPD.

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