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For corporates

Associate Firm

Becoming an Associate Firm publicly aligns your firm with the Personal Finance Society, the largest professional body for the financial planning sector. Find out more and apply, or browse the list of firms who have already signed-up.

Corporate Chartered

We work with employers to support staff in their professional development. Our corporate development managers work strategically with organisations to develop training and development programmes that are driven by business needs. Find out more about Corporate Chartered.

Chartered Firm Search

Corporate Chartered status is awarded to firms that have made a public commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes. Find a chartered financial planning firm near you.