PFS Conference: 10 ways to delight clients
- Thursday, 02 November 2023
- Articles
Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.
Read more...PFS Annual Conference 2023 gets under way
- Thursday, 02 November 2023
- Articles
The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.
Read more...Preview: PFS Annual Conference in Wales on Thursday
- Tuesday, 31 October 2023
- Articles
The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is holding its one-day 2023 National Conference at the new International Convention Centre near Newport, Wales on Thursday (2 November).
Read more...Nearly 300 support probe into ‘missing’ £10m at PFS
- Monday, 30 October 2023
- Articles
Nearly 300 Financial Planners have signed an open letter to the Personal Finance Society (PFS) board calling for a probe into an allegedly ‘missing’ £10m in funds campaigners claim is being held by the Chartered Insurance Institute, the PFS parent body.
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