PFS Staffordshire and Shropshire Autumn Conference

Mercure Telford Centre Hotel
Thursday, 14 September 2023
8:45 am – 3:00 pm (UK time)
    • Karl Steadman, JUST
    • Ash Kapasi, Quilter
    • Dean Swindell, PortfolioMetrix
    • Andy Woollon, Zurich
    • Elliott Date, Fidelity

Insightful sessions, explored alongside your local community!

We've taken member feedback on board and are making some exciting changes to our regional conferences. Here’s just a selection of comments from members who have recently attended our Local Conferences:

  • a fantastic speaker who was very engaging
  • very good insight into the future investment markets
  • excellent presentation and delivery. Some great material and content, particularly the client case studies
  • really interesting information about this area of the market. Definitely an under-researched topic area.
  • An inspiring, worthwhile day out of the office!

We are offering a friendlier feel with a more engaging approach, together with a real sense that this is your community of good practice! During the event you will experience a day of topical and insightful business updates which all contribute to your CPD. At the heart of this will be interactive presentations delivered by a number of leading subject matter experts. The conference offers a great opportunity for networking and sharing good practice with your peers, local to where you live and/or work.

What are you waiting for? Save the date and book your free place now!

Throughout the day your local PFS regional committee will provide updates on new developments and initiatives from across the Personal Finance Society, helping you stay informed about the benefits of membership and to take away information which may benefit colleagues and others in your practice/firm.

A detailed agenda will be available approximately six weeks before the start of each round of events. Lunch and refreshments will be provided. Delegates will be eligible to claim over 4 hours of CPD. Please note the agenda is provisional and may be subject to change.

As a PFS member, you are permitted to attend one event in each series free of charge at your preferred location. If you would like to attend more than one and take the opportunity to be a partner, please contact our Partnerships Team for more information.

Non-members are welcome to attend their first event free of charge. After this, we will contact you about joining the PFS to be able to access further events and services. If you have any queries, please contact the events team at

Book your place here: Staffordshire & Shropshire Autumn Conference

  • Mercure Telford Centre Hotel
  • Forge Gate
  • Telford
  • TF3 4NA
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at