Society objectives

The Personal Finance Society is the professional body for the financial advisory profession in the UK. We take an active role in setting standards of professionalism and our 27,000 members commit to the highest standards of professionalism by keeping their technical knowledge up to date and by adhering to a respected code of ethics.

Our mission is to lead the financial advice community towards higher levels of professionalism, exhibited through ethical and behavioural standards, interpersonal and business skills and technical knowledge – achieving this goal through a wide programme of activities, including advocacy, guidance, publications and related tools, and training and educational events, all to the ultimate benefit of the profession and the consumer alike.