First Wealth wins Chartered Planner Firm of the Year award

London-based First Wealth has won the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award.

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Nearly 1,000 attend PFS Conference online

The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.

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Planners split on role of diversity programmes

The Personal Finance Society is working on producing guidance on diversity and inclusion programmes for Financial Planners.

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PFS board criticises parent CII as review begins

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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