Previous event
PFS Cambridge Event 01st December - technical review for financial advisors on the budget
Monday 1 December 2025, 8:30 am - 12:30 pm
Quy Mill Hotel, Cambridge
Barry Michna, Alistair Maguire, Dan Whitten, Seb Lewis, Speakers, Quilter Cheviot, Triple Point, LV & Vanguard
CPD
Join us for a morning of learning, networking with four professional speakers.
Join us for a valuable half-day CPD session featuring expert speakers from across the industry..
This is an excellent opportunity to update your technical knowledge, hear from leading specialists, and connect with fellow professionals in the region.
Speakers are as follows:
- Quilter Cheviot – Post-budget update Speaker: Barry Michna (Quilter Cheviot, Training and Technical Manager)
- Triple Point – Budget implications for tax-effeicnt investing. Speaker Alistair Maguire
- LV – The Budget and retirement income. Speaker Dan Whitten
- Vanguard – “Is concentration risk overdone?” Speaker Seb Lewis (Senior Strategist).
Timings:
08:30am -08:40am Registration
08:40am – 9:30am Quilter Cheviot
09:30am – 10:15am Triple Point
10:15am – 11:00am LV
11:00am – 11:15am Break
11:15am – 12:30pm Vanguard
Venue
Church Road
Stow cum Quy
Cambridge
CB25 9AF
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 3 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
Previous
Wed 22 Oct 2025, 12:00 pm - 1:00 pm
Online
Nick Thomas, Principal, sales and communication skills, performance trainer and coach
CPD