PFS H&D

New Hants & Dorset PFS Twitter Page - an experiment to see if helps communication in our region. Could be short lived!

[PFS H&D @PFS_HD]

Third session to brighten up a rainy, gloomy day is the ray of sunshine that is Bernie De Souza ! Welcome back to our @pfsconf region

[PFS H&D @PFS_HD]

Matt from Octopus starts our second session of the day on IHT Changes.

[PFS H&D @PFS_HD]

We are back @UtilitaBowl for our committee led regional @pfsconf meetings. Many thanks to our fantastic speakers and sponsors today @parmenionuk Octopus Investments, Automwrite and Bernie De Souza. Also great work by our amazing committee for arranging the event #cpd #profession

[PFS H&D @PFS_HD]

Nice to finally meet Dean from @PortfolioMetrix as we welcome him to our @pfsconf event here in cloudy Hampshire. Looking forward to an informative session from an innovative solution. #cpd #investing

[PFS H&D @PFS_HD]

Fantastic session. Thanks Elliot

[Elliot Noel Date @Elliot_Date]

It was great to be back speaking at the PFS this morning! - Thank you for having me 🙏🏼 #LostInTheWoods

[Elliot Noel Date @Elliot_Date]

It was great to be back speaking at the PFS this morning! - Thank you for having me 🙏🏼 #LostInTheWoods

[PFS H&D @PFS_HD]

What’s this I hear? #annuities are back? Karl from @WeAreJustUK must be over the moon to be back here with us at our @pfsconf in #Hampshire with rates so high! Always great value #cpd and fantastic supporters of our profession.

[PFS H&D @PFS_HD]

Coffee ✅ so back in the room with a well known face and great friend of our region, local boy Phil Griffin from @Quilter_Adviser @Quilter on #pensions and those #lifetimeallowance issues that plague our minds on a daily basis (it seems). It’s going to be a great @pfsconf session

[PFS H&D @PFS_HD]

An old friend Andy Woollon returns with @ZurichAdviser @Zurich to talk about the very topical #IHT subject at our @pfsconf today. Maybe the occupants of number 11 Downing Street are looking in for some tips? 😜 #cpd #professional #financialadvice

[Strategic Solutions Financial Services @StrategicSols]

Proud to be chairing our @pfsconf professional body meeting again today @TheAgeasBowl #community #professional

[PFS H&D @PFS_HD]

Great start to today’s @TheAgeasBowl @pfsconf regional conference. Elliot from @FidelityUKPro jumping into action for us! #investing #assets #CPD

[PFS H&D @PFS_HD]

Last @pfsconf session before lunch @Octopus_UK James Warburton talking about budgets and tax just as the @bankofengland raises interest rates yet again….

[PFS H&D @PFS_HD]

Last @pfsconf session before lunch @Octopus_UK James Warburton talking about budgets and tax just as the @bankofengland raises interest rates yet again….

[PFS H&D @PFS_HD]

@pfsconf Chartered Champions! @TimGeoghegan and @StrategicSols Rachael Martin talking about our PFS & @CIIGroup local and national initiatives @afcb_events Dean Court today.

[PFS H&D @PFS_HD]

@pfsconf Chartered Champions! @TimGeoghegan and @StrategicSols Rachael Martin talking about our PFS & @CIIGroup local and national initiatives @afcb_events Dean Court today.

[PFS H&D @PFS_HD]

Old friend to our @pfsconf region returns in the shape of Nick Edwards @tecconn with his Trustee Support Services hat on this time. #IHT #CPD @afcb_events

[PFS H&D @PFS_HD]

@StandardLifeUK bringing another first time guest to our region for session two. Welcome ‘down south’ Phil and thank you for supporting our @pfsconf events. Also first ever #homefinance / #lifetimemortgage #cpd session

[Personal Finance Society @pfsconf]

🚨 Bringing a valid form of ID is really important in preparation for your remote invigilation exam.

To book your exam today via your MyCII Dashboard, click here:

https://t.co/dDtc864sor

#CII #CIIExams #TopTips

[PFS H&D @PFS_HD]

@StandardLifeUK bringing another first time guest to our region for session two. Welcome ‘down south’ Phil and thank you for supporting our @pfsconf events. Also first ever #homefinance / #lifetimemortgage #cpd session

[PFS H&D @PFS_HD]

Great start to the day with Lindsay from @evelynpartners talking Consumer Duty and CIP

Welcome to our region and sunny bournemouth.

Thanks to @afcb_events and @AFCBusiness for hosting our summer @pfsconf conference.