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

Jo Morgan


Nat Brown

Education Officer/Regional Forum Officer/Past President

Claire Longman

Deputy President/Charities Representative

Steve Clemence

FPFS Chartered Financial Planner
Secretary/Past President

Rachel Whiteside-Blaxter DipPFS


Tamsyn Saunders

Social Officer

CII Customer Service