Society objectives

The Personal Finance Society is the professional body for financial advisers and planners and those supporting financial advice or planning process.

The PFS mission statement is: “To establish and develop professional standards among our members for the benefit of the consumer”.

The society's objectives are to:

  • To raise professionalism and standards
  • To improve the reputation and name awareness
  • To improve the communication of member benefits
  • To increase the membership base
  • To attract new industry entrants
  • To become the voice of the industry

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