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Personal Finance Society
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We are the professional body for the financial planning community..


We're part of the CII Group, it was granted its Royal Charter in 1912. Our purpose is to 'secure and justify the confidence of the public'.


The Group is the leading professional body for the global financial services profession with over 100,000 members in 150 countries.

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Proudly Professional

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike. The PFS is a not-for-profit organisation with member-led governance.

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