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service message 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.

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
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
Committee Support Officer Rachel Harper rachel@compoundpp.co.uk
Committee Support Officer Sam Speak sam@rowlands-hames.co.uk
Committee Support Officer Richard Jennings  Richard@compoundpp.co.uk