Corporate Financial Planning
This session will enhance your knowledge and help you to provide solutions to important areas that business owners need assistance with, such as succession planning, exit strategies, individual business strategies and maximising balance sheets.
This event is only available to Chartered members.
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Charles Wilkinson Financial Planning
Company: Charles Wilkinson Financial Plannin
Chartered Champion Started work in 1968 at Yorkshire Insurance. In 1974 took over the family business of Charles Wilkinson Insurance Brokers, later developed into Charles Wilkinson Financial Planning Ltd. Runs this family business jointly with his wife Veronica Wilkinson Awarded an exceptional service medal by CII Freeman of City of London and Liveryman of the Worshipful Company of Insurers. Personal Finance Society chartered champion for Yorkshire region Life Vice President insurance Institute of York
BHP Corporate Finance
Elland Road is a football stadium located in Leeds, West Yorkshire.
Leeds United is adjacent to the intersections of the M1, M62 and M621.
Leeds Railway Station is 2 miles away. London trains depart/arrive from Kings Cross. Journey time approximately 2 hours 15 minutes.
Leeds Bradford Airport is 12 miles away.
There is free on-site parking and WiFi complimentary to all guests.
Chartered Members ONLY are allowed to attend Chartered Connections breakfasts.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at email@example.com and we can check your records.
At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
If you are unable to download your CPD Certificate after 48 hours, please email firstname.lastname@example.org to clarify this.
Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.