PFS Local Tyne Tees Conference 2026- 18/08/2026

This one day PFS Local conference will be hosted and ran by the Tyne Tees PFS committee.

This CPD event will feature six informative sessions aimed at those actively involved in the Financial Services profession.

Lunch will be provided.

Registration from 08:45.

Start at 09:30.

End at 15:00.

The agenda is as follows:

Welcome- 09:30- 09:40

Session 1- 09:40- 10:20

READY to prioritise Health as a catalyst to Wellbeing and Wealth

Speaker: Anna Reddy, Workplace Wellbeing & Performance Speaker at Leap Health

Session 2- 10:20- 11:00

Why Advisers Need to Care About Care

Speaker: Clive Barwell, Head of Later Life Advice at Wren Sterling

Break- 11:00- 11:20

Session 3- 11:20- 12:00

Investment Background for Advisors

Speaker: Guy Foster, Chief Strategist at RBC Brewin Dolphin

Session 4- 12:00- 12:40

Working with the End in Mind

Speaker: Ben Wright, Founder and Chief Innovation Officer at Melo

Local/ National Update- 12:40- 13:00

Lunch- 13:00- 13:40

Session 5- 13:40- 14:20

Round Table Discussion

Session 6- 14:20- 15:00

The Female Client – It’s a Business Resilience Issue

Speaker: Vanessa Barnes, Chartered Financial Planner at Hannay Wealth LLP

Close- 15:00

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