Important Notice: Essential System Upgrades – 23 August, 11:00 AM to 4:00 PM.
To support ongoing improvements, essential system upgrades will take place on the 23 August between 11:00 PM and 4:00 PM.
PSI exams scheduled during this maintenance window will not be visible in My CII until the work has been completed. Orders submitted during this period may also be subject to processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Bristol and Cheltenham
The Bristol and Cheltenham Personal Finance Society region is managed by a dedicated team of member volunteers committed to supporting your professional growth. They offer a diverse range of services, including CPD seminars, workshops, and networking opportunities, alongside guidance on exam techniques and revision courses. Explore their programme to stay informed, enhance your skills, and connect with peers in your region.
| Role | Name | Email address | |
| Co Chair | Jake Yeo | jake.yeo@hl.co.uk | |
| Co Chair | Marie Jeanette Lawrence | mariejeanette.lawrence@mandg.com | |
| Committee Support | Jin Hira | jin.hira@successionwealth.co.uk | |
| Committee Support | Anderson Basil | ||
| Education Outreach Ambassador | Tim Brienza | tim.brienza@montpellierasset.com | |
| Chartered Champion | Vacant | Vacant | |
| Membership Officer | Basil Anderson | basil.anderson@landg.com | |
| Professional Qualifications Officer | Tabitha Candy | tabatha@nichollstevens.com | |
| Social Media Manager | Jake Yeo | jake.yeo@hl.co.uk | |
| SMP Advocate | Vacant | Vacant |
