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

Malcolm Tripp

ACII, Dip PFS, Chartered Insurer
Exam Centre Coordinator

Venetia Morrison

Cert CII
Dinner Secretary

Steve Clemence

FPFS Chartered Financial Planner

Ged Dixon

APFS Chartered Financial Planner
Council Member (Regional PFS Chair)

Rosie Falco

Chartered Financial Planner
PFS Representative, Cornwall

Mike Legassick

PFS Representative

Nat Brown

Secretary / Regional Forum Officer

Jenny Warr

Education Officer/ Diversity Officer

Paula Mayes

Social Officer

Claire Longman

Charities Officer / Education Champion

Tamsyn Saunders

Social Officer

Jo Morgan

Deputy President

Sarah-Jane Smart


Jayde Bassett

Social Media, PR Officer/ Deputy Dinner Secretary

Katie Harland

Careers Officer

Ria Locker

Deputy Education Officer

Janey Pryor

Social Officer

CII Customer Service