Forthcoming events
All forthcoming events

Exeter Summer Roadshow
Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
View event detailsPFS Teams Session - Navigating a new era for investors under President Trump
Thanks to Sam and Andy for this online session for our PFS members.
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CII & PFS-Interactive Training-You need to learn CPR
Thanks to Mark Hawkins from the British Heart Foundation, our chosen charity this year, for this in person interactive CPD session for all our CII members at The Exminster Room, Exeter Court Hotel. Sessions start at 10.30am. Timings of the sessions depend on numbers who book.
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