On behalf of the PFS Lancashire, Merseyside and Cumbria Regional Committee, please save the date and register your place for this PFS Event.
Please see below an overview of our guest speakers and the agenda for the evening:
Agenda - The event will have a presentation for 45 minutes followed by 2 rounds of bowling, 1 round of mini-golf with pizza and drinks.
Our Guest Speakers - George Bromfield and Kyle Thomas, from W1M
'Active vs. Passive: Is this town big enough for the both of us?'
George Bromfield: George joined in 2024 and is Head of Adviser Solutions, as well as managing investment portfolios for clients and their professional advisers. He joined from Brooks Macdonald where he was a Senior Investment Director and Head of London, having joined the firm in 2007 as a graduate trainee. Over his 16 years with Brooks Macdonald, George performed various roles, including leading the Emerging Markets Research for a number of years, managing client and adviser investment portfolios and heading up London investment teams. George has various investment qualifications and is a Chartered Fellow of the CISI and has a degree in Chemistry from the University of Bristol.
Kyle Thomas: Kyle joined the company in September 2024 and is the Business Development Manger for the North of England, building and maintaining trusted business relationships with financial professionals and consulting on central investment proposition construction and broader investment management services. Kyle has previously supported financial advisers at AJ Bell, Brooks Macdonald and Parmenion. Kyle is a graduate of Manchester Metropolitan University with a degree in Geography.
