News from Themis Wealth Management – A Trip to California, PFS Presidency Duties, Back with Martin Lewis and Awards Ceremonies – October 2026
Business and Operations Network Conference
Kate and Lucy had the great pleasure of being gifted places at the BOMS Conference in London.
This conference focusses on everything involved in running a successful practice, listening to and being inspired by others and celebrating success. A great day was had by all!
Kate Heads to California for the Top of the Table Conference
Also in October, Kate travelled to Palos Verdes, California to represent some of the top 1% of the worlds financial planners at a 4 day conference, which included study groups either side to learn and develop alongside other finance professionals from all over the world.
Kate came back with a huge amount of ideas and inspiration for us to implement at Themis Wealth Management. The picture shows Kate at the 70’s night with Vice President of the Personal Finance Society, Craig Palfrey.
Graduation Ceremony for PFS Chartered and Fellows in London 16th October
In her role as President of the Personal Finance Society, Kate was privileged to host the event and award over 220 graduates with their Level 6 qualifications and titles. It was a wonderful and moving event as families were invited to witness the presentations.
President’s Reception for the Chartered Insurance Institute and Personal Finance Society
The President’s Reception took place in London to celebrate the year to date for the two societies and the joined up work that they all do for the Insurance and Personal Finance professions.
Kate is pictured here with Callum, the current CII Present welcoming guests into the reception.
Kate Presents Martin Lewis with an Award from the Personal Finance Society
Kate had a chance to meet up with Martin Lewis again this month, as Martin was awarded the Consumer Trust Impact Award by the Personal Finance Society at his TV studios in London in front of a live audience.
Team Themis Attend Plymouth CII and PFS Annual Awards Dinner
Cameron, Lucy and Kate all attended the local institute dinner in Plymouth where Lucy achieved highly commended in the Excellence in Customer Outcomes Award and Cameron won Emerging Talent Award, whilst Kate was Guest of Honour in her Presidential Role.
An amazing evening – Go Team Themis!
Personal Finance Society Awards Lunch
Kate hosted this lunch with Carla Borwn the PFS Chair of the Board. It was the most wonderful event celebrating the very best individuals in our Profession in the UK.
The lunch was held at Landing 42 in London and was simply brilliant!
Exeter University Presentation and Podcasting
Kate and Cameron were invited to Exeter University this month to present to business and finance students. We took the students through everything involved with working in the financial planning sector, what roles are available, what work looks like day to day, and how to get into the profession.
We also recorded a podcast which will go out later in October.
Financial Planner of the Year South West – Women in Finance Awards
Kate was named Financial Planner of the Year for the South West at a glittering event at the Hilton Bankside in London on 4th November, where she was presented with her award.
These awards had over 3,000 entrants! Kate was particularly highlighted as an excellent role model in the UK financial planning world.
