•7th September 2022 – Purpose of Duty, Jeff Heasman (Exeter Court Hotel) •21st September 2022 – Communicating with Vulnerable Clients, Jeff Heasman (Exeter Court Hotel) •19th October 2022 – Inclusion, Diversity & Communication, Jeff Heasman (Exeter Court Hotel) •12th October… Read More »Exeter CII CPD F2F sessions
We been busy organising the following soft skills and communications days being ran by Adam Owen, Past PFS President. Practical Soft Skills & Communication WorkshopWednesday 22nd June – 10:30am-3:30pm This one-day course focuses on building great client relationships. You will… Read More »Soft skills training
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are… Read More »East Midlands Revision Courses
Webinar: Watch On Demand. In February Hiten Parmar of Foresight Group joined us to discuss the key benefits of business relief, where Business Relief is appropriate in client portfolios and how sustainable investing can benefit Business Relief funds. With allowances… Read More »How sustainable investing can combat the squeeze on Inheritance Tax
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… Read More »Climate Change: Opportunities & Risks for Portfolios
Since the bottom of the market in March 2020, investors enjoyed the benefits of a potent combination of fiscal and monetary stimulus, vaccine success and the release of pent-up consumer demand. Markets have had a constant flow of catalysts to… Read More »Have we forgotten that markets fall too?!
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
Our Member Awards showcase excellence in professional financial planning. Recognising the invaluable services offered to individuals, families and firms, these awards celebrate the fantastic work delivered by advisers, paraplanners and their support teams, to provide clients with the confidence and… Read More »Personal Finance Awards 2021/22: The Winners