Our objectives are to support our regional members, as well as promoting the profession to the local community. We also wish to encourage, support and help develop new entrants into financial services and therefore assist you with your succession planning needs.
We aim to do this by organising local CPD and networking events, delivering financial education in schools and engaging with local Higher Education institutes and also by representing our members, locally and nationally within the professional body and across wider society. The aim of this page is to better communicate regional messages and news to you and help you to connect with us and your local peers. We welcome any feedback and are always looking for like-minded people to join the committee, so if you are interested please do get in touch!