A great night at #YFAwards thanks to Timeline for hosting us! Morgan Williams & Co.

It was a real pleasure speaking at the Professional Adviser conference in April, talking about #cybercrime, how to protect your business & clients. In a few weeks I'll be running a webinar on behalf of Chartered Insurance Institute LI's, so if you enjoyed it, or missed it keep watching for details.!

Looking forward to delivering this Personal Finance Society webinar on Financial Crime, Cyber Security & AI. Tune in to talk about how to keep your business, your clients and your data safe. thepfs.org/events/pfs-loc…

Here at the Personal Finance Society Paraplanning Conference. Starting with a welcome from Don & Keynote from Amira Norris #pfspp #Paraplanning

A fantastic Keynote Amira Norris - talking about the adaptability of business and embracing change. I also remember going to our local Blockbuster on a Friday night with my Dad & Sisters. Very happy memories. #pfspp #BusinessGrowth #businesstips #change Personal Finance Society

In the first session after the break, Callum Drage takes delegates ‘Back to the future’ focusing on the future themes that affect paraplanners and their clients. #pfsparaplanning

Now it’s time for lunch and an opportunity for delegates to network. #pfsparaplanning

Today, Ben Peele, Managing Director of Portfolio Metrix, will host a CPD session on Insourcing, covering the benefits for clients and firms, as well as operational considerations. Find out more here: ow.ly/8eel50Rl9ns

Realtime AI assistant...

This coming half-term why not encourage a young person you know to explore the world of financial planning? Our Virtual Work Experience Programme with Springpod is available on-demand. Find out more here: ow.ly/wUaM50R4kuA ow.ly/g6n150R4kuB

The PFS and CII have announced the appointment of three new Directors to the PFS Board, including a new Independent Chair. Piers White MBE, Debbie Mitchell and Mike Crane officially join the PFS Board from 1 June. Find out more: ow.ly/aCnQ50S3SOv

Introducing our National Conference 2024, taking place at Manchester Central on Tuesday 12 November. Save the date now and look forward to 5 theatres, 4 hours’ CPD and 20+ great sessions of content. Head over to pfsnationalconference.org to find out more & book today. #pfsrewired

Our first #pfsxchange event of the summer series is underway in the beautiful surroundings of the Kingfisher Country Estate, just outside Belfast. There is still time to register for your free place to join us in Bristol, Durham, Leicester or Epsom: ow.ly/IQ6M50S9k9U

There are only 2 days left to submit your entry for this year's Personal Finance Awards. Find out more and submit your entry here: ow.ly/msPV50Svf2X

I’ve been in business for over 20 years, so apparently am now considered a veteran! 😊 I often receive emails and DMs from young entrepreneurs and financial planners asking to ‘pick my brain’. So I made a list of things to think about. Hope it helps… 🧵👇🏻

Are you age 40ish to 73? This is a v important listen. There's an Apr 25 deadline that if u miss it means u lose the chance to top up 13yrs of National Insurance (possibly missing £10,000s), yet it takes time, so u need-know NOW if u should start Pls share with anyone impacted

The Personal Finance Society’s 2024 Annual General Meeting will be taking place on Monday 11 November at 4:30pm. PFS Members can attend in person or virtually. To find out more, and to review our Annual Report and financial statements, visit: ow.ly/SHmi50U07jE

Always a pleasure to catch up with Lee. He is far too kind in his words, it's great to be part of the community. Join & tune in.

The PFS Board are seeking applications for a new Member Director to join our existing Member Directors in holding the PFS Board to the task and guiding the personal finance profession towards higher levels of professionalism. Find out more: ow.ly/GIfF50U8XyT

Many people talking about 'losing' money in investments because of the market turmoil. Worth remembering the two prices that really count (barring dividend payments) are the price at which you buy and the price at which you sell. Fluctuations happen in the stock market, in