Important Notice: Essential System Upgrades – 08 July, 4:00 PM to 6:00 PM
To support ongoing improvements, essential system upgrades will take place on the evening of 08 July between 4:00 PM and 6:00 PM.
During this maintenance window, several services will be temporarily unavailable, including password resets, new member registrations, personal detail updates, and new course enrolments on RevisionMate. Orders placed during this time may experience 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 | |
| Co Chair | Tim Brienza | tim.brienza@montpellierasset.com | |
| Chartered Champion | Vacant | Vacant | |
| Education Outreach Ambassador | Suzanna Pajak | suz@parafinity.co.uk | |
| Membership Officer | Basil Anderson | basil.anderson@landg.com | |
| New Professionals Officer | Matthew Kirkham | Matthew.Kirkham@WilliamHighbourne.com | |
| Professional Qualifications Officer | Vacant | Vacant | |
| SMP Advocate | Vacant | Vacant |
