The Devon Hotel in Exeter was almost not big enough to hold a record attendance for the first South West branch meeting of the year as 21 financial planners squeezed into the Edwardian Suite to hear two quality presentations which were very different, but equally valuable reports branch chairman Pete Matthew CFP^CM. Read more...

A record attendance for the South West Branch (at least under my chairmanship) of 20 members gathered in Exeter in May to hear two excellent, practical sessions, as well as to share stories and best practice with each other, reports chairman Pete Matthew CFP^CM. Read more...

The South West branch covers a huge geographical area. Chairman Pete Matthew drives over two hours from his home near Land’s End to Exeter for each branch meeting. Why has he regularly done so for the last five years?

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