First Wealth wins Chartered Planner Firm of the Year award
- Wednesday, 03 November 2021
- Articles
London-based First Wealth has won the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award.
Read more...Nearly 1,000 attend PFS Conference online
- Tuesday, 02 November 2021
- Articles
The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.
Read more...Planners split on role of diversity programmes
- Thursday, 21 October 2021
- Articles
The Personal Finance Society is working on producing guidance on diversity and inclusion programmes for Financial Planners.
Read more...PFS board criticises parent CII as review begins
- Friday, 15 October 2021
- Articles
The Personal Finance Society board has voiced criticism of its parent body, the Chartered Insurance Institute, as a review of both bodies’ future strategies gets under way.
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