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Client facing brochures

Promote your membership with clients and communicate the standard of professionalism and Code of Ethics that you adhere to. A great way to introduce yourself to prospects, our brochures are free to order, and we encourage all client-facing members to take advantage.

Financial advice you can trust

 
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Available to all members, Financial advice you can trust introduces clients to the Personal Finance Society and the commitment you have made to our Code of Ethics and duties of membership.

The brochure comes in packs of 25 and you can order a maximum of 2 packs per request. However, there is no limit to how many times you can re-order throughout the year.

How to order
Using the link below, simply email our Customer Service team and they will quickly process your order. We will need the following information:

PIN, name, delivery address and whether you would like 1 or 2 packs.

Order brochure

Financial advice you can trust – Chartered Financial Planner

Financial advice you can trust CFP cover
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Available exclusively for members who have achieved Chartered Financial Planner status, promote your commitment to professional standards and level of experience with the Chartered specific version of our consumer facing brochure.

The brochure comes in packs of 25 and you can order a maximum of 2 packs per request. However, there is no limit to how many times you can re-order throughout the year.

How to order
Using the link below, simply email our Customer Service team and they will quickly process your order. We will need the following information:

PIN, name, delivery address and whether you would like 1 or 2 packs.

Order brochure

Chartered financial planning – working with other professionals

Chartered financial planning brochure
View PDF of brochure

Available exclusively for members or firms who have achieved Chartered Financial Planner status, promote the practice of Chartered financial planning and the advantages it offers to other professional services.

The brochure comes in packs of 25 and you can order a maximum of 2 packs per request. However, there is no limit to how many times you can re-order throughout the year.

How to order
Using the link below, simply email our Customer Service team and they will quickly process your order. We will need the following information:

PIN, name, delivery address and whether you would like 1 or 2 packs.

Order brochure