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Membership is open to anyone working in the financial planning profession, and starts from as little as £7 per month.

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Qualifications

We cater for all levels of knowledge and experience, from new entrants to seasoned professionals.

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My PFS

Manage your membership, including; renewals, membership card, learning statements and CPD.

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Latest articles

11 January 2023

Five minutes with...Bespoke-Advice Limited

In our latest Five minutes with...feature, we catch up with Suzi Lane, Chartered Financial Planner at Bespoke-Advice Limited.

30 December 2022

Statement to PFS members

From Don MacIntyre, Chief Executive of the PFS

13 December 2022

Five minutes with...Miller Insurance

In our first five minutes with... feature we catch up with Verity Stroud, Head of Learning and Development at Miller Insurance.

12 December 2022

New name, new achievement for Everlong Wealth

Everlong Wealth, formally Smith Cooper Independent Financial Solutions, is the latest firm to achieve Corporate Chartered status.

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