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 |
