We’re here to help your network grow!
Financial Liverpool is a society for professionals working in the financial services sector in Merseyside, including financial advisers, discretionary fund managers, pension providers, accountants and private client lawyers. We have an affiliation with the Insurance Institute of Liverpool and deliver CPD events for the region’s Personal Finance Society’s (PFS) members.
We hold regular CPD events, with a mixture of both in-person and online events. We try to make our sessions relevant to all members of the society, and we often hold networking sessions (which include a bite to eat!) at the end of our in-person events which allows you to meet fellow professionals and grow your network.
Our events cover technical and investment market CPD, legislation changes, social events and wellbeing sessions.
We also recognise the power of working together and hold events in conjunction with other professional bodies including the CISI, the PFS regional body and networking including NextGen Planners!
The Team
Our committee for 2025 includes:
- Helen Thomas (Chair)
- Carly Dunningham (Treasurer)
- Claire Haggerty (Secretary)
- Laura Pearson (General)
- Antonia Roberts (General)
- Michael Battersby (General)
- Paul Welsh (General)
Please contact any of us (via our contact section) if you have any queries about the committee, events, or if you are interesting in joining us!
The Insurance Institute of Liverpool
As mentioned above, we are affiliated with the local institute of the CII for Merseyside. We provide CPD content for PFS members in the region.
In addition to our social media pages and website, keep an eye on their events page to find our future events and sign up. We upload our events to the CII local institutes page so this is a great way to find out what we have coming up in future!
Why not become a member!
It’s never been easier to sign up to become a member of Financial Liverpool.
Click here to sign up, become a member and receive invitations to our events.
Financial Liverpool 