My Basket0
Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.
During this time, order processing, account updates, new membership/renewals and system emails will be paused until maintenance is complete. Please allow up to 48 hours from the time of your purchase for your request or transaction to fulfil and for email confirmation to be received. We apologise for any inconvenience.

Lancashire, Merseyside and Cumbria

The Lancashire, Merseyside, and Cumbria Personal Finance Society region is managed by a dedicated team of member volunteers committed to supporting your professional development. Their programme includes CPD seminars, workshops, and networking opportunities, alongside guidance on exam techniques and revision courses. Explore their offerings to stay informed, enhance your skills, and connect with other professionals in your area.

 

Role Name Email address
Chair Ailsa Thomas ailsa.thomas@pfgl.co.uk
Committee Support Officer Simon Drake  simon@bdwealth.co.uk
Education Outreach Ambassador Kerry Houghton kerry.houghton@atsipp.co.uk
Membership Officer Harish Patel harish.patel@idsfinancial.co.uk
SMP Advocate Harish Patel harish.patel@idsfinancial.co.uk