Events
Previous events
Webinar: "Revolutionising Annual Reviews" with Ben Peele of PortfolioMetrix
An insightful webinar hosted by Ben Peele, Managing Director of PortfolioMetrix.
Annual reviews are one of the most powerful opportunities to deepen client relationships, yet too often they become a box-ticking exercise rather than a moment of real value. This event is designed to shift that narrative, transforming reviews from routine check-ins into meaningful conversations that drive trust, engagement, and long-term success.
By the end of this event, you’ll walk away with practical strategies and fresh perspectives to make every review a powerful touchpoint for growth - for both your clients and your business.
Wed 19 Nov 10:00 am – 11:00 am
Online
North West Conference
Following last year's successful event, we're delighted to announce the North West Conference will be returning for 2025, and booking is open!
Thu 13 Nov 8:30 am – 5:00 pm
1877 Suite, Toughsheet Community Stadium
WEBINAR: Living with Purpose - Aligning Personal Values & Embracing Growth
Explore the profound connection between purpose, personal values, and a growth mindset - unlock your potential and drive meaningful personal and professional growth.
By aligning individual values with daily actions and embracing a growth mindset, attendees will discover how purpose fuels resilience, adaptability, and fulfilment. Through thought-provoking insights and practical strategies, the session will empower participants to cultivate a purpose-driven mindset that enhances their performance and overall wellbeing.
Whether you're seeking clarity in your goals, navigating challenges, or looking to inspire yourself and others, this session provides actionable tools to help you lead with purpose, embrace change, and achieve personal growth.
Wed 08 Oct 12:00 pm – 1:00 pm
Claire Russell, Mental Health in Business Ltd
Stellar Start to smarter connections and smarter exams!
The PFS Lancashire, Merseyside and Cumbria regional commitee are delighted to invite you to join us for a 2 hour CPD event on networking and studying smarter!
Michael Quigley, Kataholos - Connect and Conquer! Network with Confidence. Michael will explore practical networking training skills to connect with others with confidence and purpose, adding value to a situation.
Register your place now as it will be a very popular event!
Thu 11 Sep 3:00 pm – 7:00 pm
OneCoWork Winckley Square
WEBINAR: Macro-Economic Update with Vanguard
Macro-Economic Update
Madison McCall CFA and Claire Hsu, will provide a high-level update on macroeconomic and geo-political developments & look at what advisers and clients should be thinking about.
Tue 09 Sep 12:00 pm – 1:00 pm
Madison McCall, Vanguard - Portfolio Review Department
Summer Ball
We’re delighted to be bringing back our Summer Ball. Booking is now open!
Fri 05 Sep 6:00 pm – 11:59 pm
The Hawthorns