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Serving you better: Further to our recent scheduled maintenance to improve our service, we ask that you please allow 48 hours for any purchases to fulfil and for confirmation to be received. We apologise for any inconvenience caused.

Personal Finance Society

Our Story

We are the professional body for the financial planning profession in the UK. Our story illustrates how we are putting public trust at the heart of all that we do.

Find out more about our remit to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.