Collaboration: Immerse yourself in insightful discussions led by industry experts, exploring the latest trends and challenges shaping the paraplanning landscape in 2024.
Content: Our lineup of esteemed speakers will delve into a diverse range of topics, equipping you with the knowledge and skills needed to excel in the ever-evolving world of paraplanning.
Community: Connect with a vibrant community of paraplanners, exchange valuable insights, and build lasting relationships.
With a focus on how to thrive in a changing landscape, it will feature industry experts delving into topical subjects such as sustainability, technology and AI, pensions, impactful report writing, neurodiversity, personal development and much more.
Keynote Speaker
Head of Sales and Strategic Partnerships - Wealthtime
As business development director for the Midlands, I engage with high quality adviser firms to deliver a platform solution that enhances their client proposition and supports the evolution of their businesses in the ever-changing landscape of UK financial services.
With more than 20 years’ experience across all areas of financial planning, I am a Chartered Financial Planner, PFS Fellow and recipient of the WIFA 2022 and 2023 Woman of Year – Platforms Award. I champion deeper connectivity, via strong partnerships and true digitisation and am dedicated to building inclusive cultures where everyone belongs.
Why Attend?
Professional Development: Elevate your expertise, meet CPD requirements, and drive excellence within the paraplanning sector.
Networking: Connect with a vibrant community of paraplanners, exchange valuable insights, and build lasting relationships.
Personal Growth: Unlock personal development opportunities which positively impact your role within your organisation.
See you at Purely Paraplanning 2024 – where excellence in paraplanning takes center stage!
Registration:
Registration is free of charge for Personal Finance Society members and their guests. Feel free to bring along colleagues or guests to share this experience and network. Complimentary lunch and refreshments will be provided
For any enquiries, contact the events team at pfsevents@thepfs.org