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The Personal Finance Society is the largest professional body for individual financial advisers (and those in related roles) in the UK. The Personal Finance Society is a member of the CII Group.
Looking for advice? Look no further!

Just click on the Find an Adviser box below, to find a member of the Personal Finance Society in your chosen area. This site is entirely made up of Qualified Financial advisers who subscribe to a code of ethics and conduct as well as maintain their Continuing Professional Development through further training. These financial experts at your service! Just contact them and they will help you.

 
Find an Adviser
Find an Adviser

An online service to help you find a member of the Personal Finance Society in your area, showing members’ specialist knowledge and level of qualification.

 
Guide to getting advice
Guide to getting advice

Information on choosing and working with an adviser, what qualifications advisers should have, how they are paid, and what protection exists if you have a complaint.

 
Financial Healthcheck
Financial Healthcheck

Checklists of what you need to think about at each stage of life if you want to keep your finances in good shape, and the type of financial advice you might need.

 

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