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Personal Finance Society
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About Personal Finance Professional magazine


Personal Finance Professional is the official magazine of the Personal Finance Society. It has high levels of awareness amongst members and is a valued member benefit. The magazine is a key communication tool for the Personal Finance Society to deliver news and technical features to members and inhabits the briefcase for several weeks.

With a membership representing a significant proportion of the advisory profession, it is an invaluable tool for those promoting products, services and brand messages. A "little gem", ideal for tailored stand-alone promotions and essential as part of a wider advertising campaign. Personal Finance Professional is mailed every quarter to the entire 36,000 membership, together with key opinion leaders and other stakeholders salient to the financial advisory profession.

Personal Finance Professional magazine aims to provide its readers with a wide variety of relevant, topical and in-depth articles which are relevant to its wide readership. This content will continue to develop and will offer members practical tools to help them with their progress towards examinations, and continuing professional development.

Membership breakdown by main functional role:

65% are providing retail investment advice
9% are paraplanners
5% are in compliance
4% provide product / service advice
4% provide Mortgage / protection advice


If you have an advertising query please contact the Editor Michelle Worvell on 020 7417 4763 or  michelle.worvell@cii.co.uk .

Pdf icon small Download the Personal Finance Professional media pack »

Benefits of membership

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Members get access to a range of benefits, including quality CPD and discounts on CII exams.