For business

The Personal Finance Society supports individuals and businesses.

It plays an active role with the government, the regulator and the media supporting its mission to protect the public by guiding the profession. We give voice to our members to ensure their concerns are on the agenda of those who devise policy, shape markets and influence opinion.

Underpinning successful business

The Personal Finance Society believes the pursuit of professional standards is critical to sustainable commercial success. Professionalism breeds confidence and trust in advice, advisers and in the profession. It’s a virtuous circle.

The Society provides a range of support measures to help businesses benefit from their investment in the professionalism of their people. These include a range of regional meetings and technical workshops aimed at small business owners. Covering a wide range of subjects, these activities are designed to give your business a competitive edge.

Qualified members who are authorised advisers can also be listed on the Find an Adviser page:

Also available is a leaflet to hand to your clients informing them of the advantages of using a member of the largest professional body for advisers in the financial services profession.

To request your copies, please phone PFS Customer Service on 020 8530 0852 or email customer.serv@thepfs.org