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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.

South Wales

The South Wales Personal Finance Society region is managed by a dedicated team of member volunteers committed to supporting your professional growth. They offer a variety of services, including CPD seminars, workshops, and networking opportunities, as well as 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
Chair Ian McIver ian@severnsidefp.co.uk
Chartered Champion Simon Martin simon.martin@technicalconnection.co.uk
Committee Support Officer Vacant Vacant
Education Outreach Ambassador Sara Davies sara@mulberrywealth.co.uk
Membership Officer Elizabeth Evans elizabeth@hhfm.co.uk
New Professionals Officer Joseph Nash josephnash@valeifa.com
Professional Qualifications Officer Lewys Richards lewys.richards@vitalfp.co.uk
PFS Novus liaison officer Andrew Hill andrew.hill@sjpp.co.uk
SMP Advocate Vacant Vacant