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.
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 and Ian Professional Qualifications Officer | Lewys Richards | lewys.richards@vitalfp.co.uk |
| Chartered Champion | Simon Martin | Simon.martin1@aviva.com |
| Committee Support Officer | Vacant | Vacant |
| Education Outreach Ambassador | Sara Davies | sara@mulberrywealth.co.uk |
| Membership Officer | Jason Lloyd | Jason.Lloyd@hughjames.com |
| New Professionals Officer | Joseph Nash | josephnash@valeifa.com |
| Professional Qualifications Officer | Ian McIver | ian@severnsidefp.co.uk |
| PFS Novus Liaison Officer | Andrew Hill | andrew.hill@sjpp.co.uk |
| SMP Advocate | Vacant | Vacant |
