Contact Us

Should you need to contact the institute, please use the office details below. Alternatively, please contact the Secretary, President or other members of council.

Council Members

Claire Longman

FCII
President

Steve Clemence

FCII, FPFS Chartered Financial Planner
Secretary/Past President

Rachel Whiteside-Blaxter

DipPFS
Treasurer

Nat Brown

ACII
Regional Forum Officer/Past President

Kay Short

Cert CII, Registered Risk Practitioner
Communications Officer

Matthew Jardine

Joint Education Officer

Jenny Warr

Joint Education Officer/Membership Secretary/Diversity Officer

Janet Pryor

Dip CII
Joint Social Officer

Tamsyn Saunders

Joint Social Officer

Katie Harland

Careers Officer & Education Champion

Becky Blanchard

Cert CII
Education Champion

Venetia Hallam

Dinner Secretary

Abbie Drown

Dip CII
Charities Representative/Charities Officer

Ged Dixon

Chartered Financial Planner
Council Member Regional PFS Chair

Simon Lake

FPFS Chartered Financial Planner
Council Member PFS Representative Plymouth

Jo Morgan

Associate CIPD
Past President

CII Customer Service