Adviser Guide


  • Find an Adviser is not a commercial enterprise and we don't charge members to be listed, or consumers to search.
  • Listing is free and automatic to members of the PFS and Society of Mortgage Professionals. Mortgage protection advisers who hold an appropriate level 3 qualification with the Chartered Insurance Institute can also be listed.
  • If you're an adviser who holds an SPS with another awarding body you need to hold a level 4 qualification with the CII to ensure that our system can establish your credentials as a qualified financial adviser. If you don't hold this level of qualification with us but have with another body you can apply for a CII SPS. If you're not a CII SPS holder on your first visit you will be asked to choose adviser type from the options shown.
  • If you can't find your details listed it may be because there are a large number of advisers in that area - our search only returns the first 50 advisers. See How to enhance your profile for further information.
  • Specialist registers - you can select relevant specialisms to add to your profile but please note if you do not meet all the requirements they will not appear.
  • Please regularly check and update your personal details in MyPFS.
  • Your highest CII qualification will automatically show, but you can add up to 6 other qualifications and accreditations from the list.
  • If you work for a firm of Chartered Financial Planners you can include this in your profile.
  • You may add your LinkedIn, Twitter and Facebook pages if you wish.
  • Please ensure you accept the Terms and Conditions, otherwise any enhancements will not be shown in your profile.