Personal Finance Society (PFS)

The Personal Finance Society is a professional body for the financial planning sector in the UK. It provides access to qualifications, continuous professional development, and a community for financial planning professionals.
  • Networking events
  • E-learning courses
  • Membership services
  • Professional qualifications
  • Continuous Professional Development (CPD)

Size
Medium
Phone
N/A
Website
thepfs.org
Email
N/A
Locations
3rd Floor, 20 Fenchurch St, EC3M 3BY
02085300852
Digital Popularity
Popularity over time
Social Media
Competitors
Chartered Insurance Institute
The Chartered Insurance Institute is a professional body dedicated to building public trust in the insurance and financial planning profession.
Chartered Insurance Institute (CII)
The Chartered Insurance Institute (CII) is a professional body dedicated to building public trust in the insurance and financial planning profession.
The Society of Pension Professionals
The Society of Pension Professionals (SPP) is the representative body for a wide range of providers of advice and services to pension schemes, trustees, and employers.
Royal Statistical Society
The Royal Statistical Society (RSS) is a professional body for statisticians and data analysts, dedicated to promoting the importance of statistics in society.
The Insurance Institute of London
The Insurance Institute of London is a professional body dedicated to the insurance and financial planning profession.
Company Details
Personal Finance Society (PFS) is operated by Chartered Insurance Institute and is a Active company incorporated on 1 January 1970 with the registered office located in . Chartered Insurance Institute was registered 55 years ago.

Status
Active
Size
Micro
Directors
0
Age
55 years old
Employees
Unreported
Turnover
Unreported
Total Assets
Unreported
Cash in Bank
Unreported
Total Liabilities
Unreported

Teams
All
50
Executive
7
Consulting
6
Governance
5
Education
4
Administration
3
Other
2
President • Joined Sep 2024
Non Executive Director • Joined Jun 2024
Pa To CEO
Chairman Tyne Tees Region
Chairman - Hants & Dorset PFS Region • Joined Jan 2014
2025 Chairman Personal Finance Society (London And Kent) Previous 2016-2018 Chairman PFS( Kent) • Joined Jan 2016
Regional Development Executive • Joined Feb 2017
Head Of Operations
Head Of Operations • Joined Dec 2008
Member Director / NED • Joined Mar 2024
NED • Joined Jun 2023
Non Executive Director • Joined Jun 2024
Pa To CEO
Head Of Operations
Head Of Operations • Joined Dec 2008
Chairperson • Joined Feb 2022
Board Member
Financial Education Champion • Joined Sep 2024
PFS Panel Member • Joined Aug 2022
Chartered Financial Planner • Joined Dec 2023
NED • Joined Jun 2023
Business Consulting • Joined Dec 2023
Personal Financial Services Experince • Joined Jul 2024
Fellow • Joined May 2021
Fellow • Joined Sep 2007
Financial Education Champion • Joined Sep 2024
Non Executive Director • Joined Jun 2024
Committee Member • Joined Nov 2016
Interim Chair • Joined Nov 2023
PFS Panel Member • Joined Aug 2022
Committee Member
Pa To CEO
Membership Officer Kent • Joined Apr 2018
Events Assistant
Regional Development Executive • Joined Feb 2017
Programme Development & Partnership Manager • Joined Dec 2020
View 50 members