PFS Local Exeter & North Devon Autumn Conference 2026
Tuesday 15 September, 9:00 am - 3:45 pm (UK time)
In person
Winslade Manor
5 hours
Shoaib Ahmed, Senior Technical Manager, M&GFrank Cook, Partner, Trowers & Hamlins LLPTim Wood & Steven Greenfield, Regional Director and Vice Presidents, Dimensional Fund AdvisorsBen Edwards, CFA, Director, AlbionChristopher Franklin, Asset Allocation Investment Specialist, L&G Asset Management
A full day of 6 topical speakers from Assessing IHT Mitigation Solutions, looking at case studies on how Wills can be used as vehicles to assist with inheritance tax mitigation, Informed investing, L&G macro update: when markets & geopolitics collide, data led look at the drivers of growth in adviser firms. What actions can firms take to best position themselves for success & high performing teams, and how we recognize the people within them.
Venue
Winslade Manor
Winslade Park Avenue
Manor Drive
Exeter
EX5 1FY
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 5 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 www.cii.co.uk/learning/cpd/.